AllSquare Wealth Management’s Amgen AMGN Stock Holding History

AllSquare 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	$114K	Hold	404	–	–	0.06%	145
2025 Q2	$113K	Hold	404	–	–	0.06%	144
2025 Q1	$126K	Hold	404	–	–	0.07%	135
2024 Q4	$105K	Hold	404	–	–	0.06%	145
2024 Q3	$130K	Hold	404	–	–	0.07%	136
2024 Q2	$126K	Hold	404	–	–	0.08%	134
2024 Q1	$115K	Hold	404	–	–	0.07%	138
2023 Q4	$116K	Hold	404	–	–	0.07%	134
2023 Q3	$109K	Hold	404	–	–	0.07%	132
2023 Q2	$88.3K	Hold	404	–	–	0.06%	153
2023 Q1	$97.7K	Hold	404	–	–	0.06%	141
2022 Q4	$106K	Hold	404	–	–	0.07%	130
2022 Q3	$91K	Hold	404	–	–	0.07%	129
2022 Q2	$98K	Hold	404	–	–	0.07%	129
2022 Q1	$98K	Hold	404	–	–	0.06%	149
2021 Q4	$91K	Hold	404	–	–	0.05%	164
2021 Q3	$86K	Hold	404	–	–	0.05%	165
2021 Q2	$98K	Hold	404	–	–	0.06%	160
2021 Q1	$101K	Sell	404 -173	-30%	-$41.3K	0.06%	148
2020 Q4	$133K	Sell	577 -45	-7%	-$10.4K	0.09%	116
2020 Q3	$158K	Hold	622	–	–	0.11%	94
2020 Q2	$147K	Sell	622 -20	-3%	-$4.56K	0.11%	93
2020 Q1	$130K	Buy	642 +20	+3%	+$4.37K	0.11%	93
2019 Q4	$150K	Sell	622 -47	-7%	-$10.4K	0.1%	101
2019 Q3	$129K	Sell	669 -24	-3%	-$4.61K	0.1%	105
2019 Q2	$128K	Buy	693 +26	+4%	+$4.66K	0.1%	104
2019 Q1	$127K	Hold	667	–	–	0.1%	103
2018 Q4	$130K	Buy	667 +58	+10%	+$11.3K	0.11%	93
2018 Q3	$126K	Hold	609	–	–	0.09%	105
2018 Q2	$112K	Buy	609 +252	+71%	+$44.6K	0.08%	112
2018 Q1	$61K	Buy	357 +16	+5%	+$2.94K	0.05%	132
2017 Q4	$59K	Sell	341 -8	-2%	-$1.42K	0.05%	131
2017 Q3	$65K	Sell	349 -13	-4%	-$2.3K	0.05%	124
2017 Q2	$62K	Buy	362 +14	+4%	+$2.28K	0.06%	66
2017 Q1	$57K	Buy	348 +173	+99%	+$28.7K	0.05%	126
2016 Q4	$26K	Hold	175	–	–	0.02%	171
2016 Q3	$29K	Hold	175	–	–	0.03%	151
2016 Q2	$27K	Hold	175	–	–	0.03%	148
2016 Q1	$26K	Hold	175	–	–	0.03%	153
2015 Q4	$28K	Hold	175	–	–	0.03%	145
2015 Q3	$24K	Hold	175	–	–	0.02%	155
2015 Q2	$27K	Hold	175	–	–	0.03%	153
2015 Q1	$28K	Hold	175	–	–	0.03%	153
2014 Q4	$28K	Buy	+175	New	+$27.3K	0.03%	149

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AllSquare Wealth Management held its Amgen (AMGN) position steady in Q3 2025 at 404 shares worth $114K. The position accounts for 0.06% of the portfolio, ranked #145.

AllSquare Wealth Management first reported a position in AMGN in Q4 2014 and has held it in 44 quarters since. The position peaked at $158K in Q3 2020. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

AllSquare Wealth Management held 404 shares of Amgen worth $114K as of Q3 2025.
AllSquare Wealth Management left its Amgen share count unchanged in Q3 2025.
Amgen made up 0.06% of AllSquare Wealth Management's portfolio in Q3 2025, its #145 holding.
AllSquare Wealth Management first reported a position in Amgen in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's Amgen position peaked at $158K in Q3 2020.
2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.