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Valley Brook Capital Group’s Amgen AMGN Stock Holding History

Valley Brook Capital Group’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 		$1.54M Buy
4,243
+25
+0.6% +$8.56K 0.87% 35
2026
Q1 		$1.48M Buy
4,218
+105
+3% +$37.4K 1% 30
2025
Q4 		$1.35M Sell
4,113
-90
-2% -$28.5K 0.89% 29
2025
Q3 		$1.19M Sell
4,203
-13
-0.3% -$3.77K 0.8% 32
2025
Q2 		$1.18M Sell
4,216
-5
-0.1% -$1.42K 0.88% 33
2025
Q1 		$1.32M Sell
4,221
-343
-8% -$101K 1.03% 29
2024
Q4 		$1.19M Sell
4,564
-598
-12% -$177K 0.89% 32
2024
Q3 		$1.66M Sell
5,162
-13
-0.3% -$4.25K 1.19% 23
2024
Q2 		$1.62M Buy
5,175
+310
+6% +$91.1K 1.26% 24
2024
Q1 		$1.38M Buy
4,865
+135
+3% +$39.5K 1.11% 26
2023
Q4 		$1.36M Buy
4,730
+310
+7% +$84.5K 1.19% 25
2023
Q3 		$1.19M Buy
4,420
+150
+4% +$37.4K 1.17% 27
2023
Q2 		$948K Sell
4,270
-270
-6% -$62.6K 0.88% 35
2023
Q1 		$1.1M Sell
4,540
-100
-2% -$24.5K 1.01% 31
2022
Q4 		$1.22M Buy
4,640
+20
+0.4% +$5.36K 1.17% 30
2022
Q3 		$1.04M Hold
4,620
– – 1.14% 30
2022
Q2 		$1.12M Buy
4,620
+25
+0.5% +$6.13K 1.16% 26
2022
Q1 		$1.11M Buy
4,595
+260
+6% +$59.7K 0.96% 32
2021
Q4 		$975K Buy
4,335
+85
+2% +$17.9K 0.84% 32
2021
Q3 		$903K Sell
4,250
-175
-4% -$40.3K 0.89% 33
2021
Q2 		$1.08M Buy
4,425
+112
+3% +$27.6K 1.03% 27
2021
Q1 		$1.07M Buy
4,313
+23
+0.5% +$5.49K 0.97% 26
2020
Q4 		$986K Buy
+4,290
New +$989K 0.98% 27

Other funds holding AMGN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Valley Brook Capital Group's AMGN Position: Q2 2026 in Review

Valley Brook Capital Group increased its Amgen (AMGN) stake by 0.59% in Q2 2026, buying an estimated $8.56K and bringing the position to 4,243 shares worth $1.54M. The position accounts for 0.87% of the portfolio, ranked #35.

Valley Brook Capital Group first reported a position in AMGN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold AMGN as of Q2 2026.

  • Valley Brook Capital Group held 4,243 shares of Amgen worth $1.54M as of Q2 2026.
  • Valley Brook Capital Group bought 25 Amgen shares in Q2 2026, an estimated $8.56K.
  • Amgen made up 0.87% of Valley Brook Capital Group's portfolio in Q2 2026, its #35 holding.
  • Valley Brook Capital Group first reported a position in Amgen in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's Amgen position peaked at $1.66M in Q3 2024.
  • 1,939 funds tracked by Wall St. Rank held Amgen as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.