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Alethea Capital Management’s Amgen AMGN Stock Holding History

Alethea Capital 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
Q1 		– Sell
-1,330
Closed -$347K – 12
2024
Q4 		$347K Buy
+1,330
New +$395K 0.3% 21
2024
Q3 		– Sell
-1,784
Closed -$557K – 32
2024
Q2 		$557K Buy
1,784
+193
+12% +$56.7K 0.42% 8
2024
Q1 		$452K Buy
+1,591
New +$466K 0.37% 26
2023
Q2 		– Sell
-1,175
Closed -$284K – 54
2023
Q1 		$284K Hold
1,175
– – 0.3% 51
2022
Q4 		$309K Hold
1,175
– – 0.3% 25
2022
Q3 		$265K Sell
1,175
-375
-24% -$90.9K 0.33% 43
2022
Q2 		$377K Sell
1,550
-200
-11% -$49K 0.47% 27
2022
Q1 		$423K Sell
1,750
-650
-27% -$149K 0.38% 44
2021
Q4 		$540K Hold
2,400
– – 0.46% 25
2021
Q3 		$510K Hold
2,400
– – 0.45% 41
2021
Q2 		$585K Hold
2,400
– – 0.37% 39
2021
Q1 		$597K Hold
2,400
– – 0.36% 46
2020
Q4 		$552K Sell
2,400
-2,452
-51% -$565K 0.28% 40
2020
Q3 		$1.23M Buy
4,852
+2,452
+102% +$607K 0.83% 14
2020
Q2 		$566K Hold
2,400
– – 0.33% 34
2020
Q1 		$487K Sell
2,400
-3,191
-57% -$697K 0.32% 31
2019
Q4 		$1.35M Buy
5,591
+2,991
+115% +$659K 0.58% 6
2019
Q3 		$503K Hold
2,600
– – 0.32% 40
2019
Q2 		$479K Hold
2,600
– – 0.31% 46
2019
Q1 		$494K Sell
2,600
-1,664
-39% -$318K 0.35% 41
2018
Q4 		$830K Buy
4,264
+1,664
+64% +$325K 1.21% 18
2018
Q3 		$539K Hold
2,600
– – 0.81% 39
2018
Q2 		$480K Hold
2,600
– – 0.82% 37
2018
Q1 		$443K Buy
2,600
+520
+25% +$95.5K 0.6% 51
2017
Q4 		$362K Buy
+2,080
New +$368K 0.58% 58
2017
Q3 		– Sell
-1,551
Closed -$267K – 78
2017
Q2 		$267K Buy
+1,551
New +$252K 0.3% 66

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alethea Capital Management's AMGN Position: Q1 2025 in Review

Alethea Capital Management sold out of Amgen (AMGN) in Q1 2025, closing a stake of 1,330 shares — an estimated $347K sold.

Alethea Capital Management first reported a position in AMGN in Q2 2017 and held it in 26 quarters. The position peaked at $1.35M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Alethea Capital Management reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • Alethea Capital Management sold 1,330 Amgen shares in Q1 2025, an estimated $347K.
  • Alethea Capital Management first reported a position in Amgen in Q2 2017 and held it in 26 quarters.
  • Alethea Capital Management's Amgen position peaked at $1.35M in Q4 2019.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Alethea Capital Management's 13F filing for Q1 2025, filed 14 May 2025.