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Accredited Wealth Management’s Amgen AMGN Stock Holding History

Accredited Wealth 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
2025
Q3 		$917K Sell
200
-3,050
-94% -$885K 0.68% 31
2025
Q2 		$907K Buy
+3,250
New +$921K 0.74% 32
2025
Q1 		– Sell
-3,250
Closed -$847K – 369
2024
Q4 		$847K Buy
+3,250
New +$964K 0.74% 29

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's AMGN Position: Q3 2025 in Review

Accredited Wealth Management reduced its Amgen (AMGN) stake by 94% in Q3 2025, selling an estimated $885K and leaving 200 shares worth $917K. The position accounts for 0.68% of the portfolio, ranked #31.

Accredited Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 3 quarters since. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Accredited Wealth Management held 200 shares of Amgen worth $917K as of Q3 2025.
  • Accredited Wealth Management sold 3,050 Amgen shares in Q3 2025, an estimated $885K.
  • Amgen made up 0.68% of Accredited Wealth Management's portfolio in Q3 2025, its #31 holding.
  • Accredited Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 3 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.