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Synergy Investment Management’s Amgen AMGN Stock Holding History

Synergy Investment Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.9K Buy
206
+58
+39% +$19.9K 0.02% 313
2026
Q1 		$52.1K Buy
+148
New +$52.8K 0.02% 281
2025
Q2 		– Sell
-136
Closed -$42.3K – 99
2025
Q1 		$42.3K Buy
136
+6
+5% +$1.77K 0.02% 248
2024
Q4 		$33.9K Buy
+130
New +$38.6K 0.01% 274

Other funds holding AMGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synergy Investment Management's AMGN Position: Q2 2026 in Review

Synergy Investment Management increased its Amgen (AMGN) stake by 39% in Q2 2026, buying an estimated $19.9K and bringing the position to 206 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #313.

Synergy Investment Management first reported a position in AMGN in Q4 2024 and has held it in 4 quarters since. 3,139 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Synergy Investment Management held 206 shares of Amgen worth $76.9K as of Q2 2026.
  • Synergy Investment Management bought 58 Amgen shares in Q2 2026, an estimated $19.9K.
  • Amgen made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #313 holding.
  • Synergy Investment Management first reported a position in Amgen in Q4 2024 and has held it in 4 quarters since.
  • 3,139 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.