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Alaethes Wealth’s Amgen AMGN Stock Holding History

Alaethes Wealth’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 		– Sell
-5,208
Closed -$1.45M – 114
2025
Q2 		$1.45M Buy
5,208
+285
+6% +$80.7K 0.43% 76
2025
Q1 		$1.53M Buy
4,923
+336
+7% +$99.2K 0.56% 67
2024
Q4 		$1.2M Sell
4,587
-218
-5% -$64.7K 0.43% 82
2024
Q3 		$1.55M Buy
4,805
+242
+5% +$79.2K 0.57% 71
2024
Q2 		$1.43M Sell
4,563
-773
-14% -$227K 0.59% 66
2024
Q1 		$1.52M Buy
+5,336
New +$1.56M 0.66% 62
2022
Q2 		– Sell
-40
Closed -$10K – 114
2022
Q1 		$10K Hold
40
– – 0.01% 220
2021
Q4 		$9K Sell
40
-511
-93% -$108K 0.01% 205
2021
Q3 		$117K Sell
551
-2,748
-83% -$632K 0.09% 105
2021
Q2 		$804K Sell
3,299
-18
-0.5% -$4.43K 0.62% 65
2021
Q1 		$825K Buy
+3,317
New +$791K 0.76% 52

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

Alaethes Wealth's AMGN Position: Q3 2025 in Review

Alaethes Wealth sold out of Amgen (AMGN) in Q3 2025, closing a stake of 5,208 shares — an estimated $1.45M sold.

Alaethes Wealth first reported a position in AMGN in Q1 2021 and held it in 11 quarters. The position peaked at $1.55M in Q3 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Alaethes Wealth reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Alaethes Wealth sold 5,208 Amgen shares in Q3 2025, an estimated $1.45M.
  • Alaethes Wealth first reported a position in Amgen in Q1 2021 and held it in 11 quarters.
  • Alaethes Wealth's Amgen position peaked at $1.55M in Q3 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Alaethes Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.