AFS
AMGN icon

Anderson Financial Strategies’s Amgen AMGN Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-217
Closed -$67.6K – 49
2025
Q1 		$67.6K Buy
217
+25
+13% +$7.38K 0.04% 97
2024
Q4 		$50K Buy
+192
New +$57K 0.03% 65

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Anderson Financial Strategies's AMGN Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Amgen (AMGN) in Q2 2025, closing a stake of 217 shares — an estimated $67.6K sold.

Anderson Financial Strategies first reported a position in AMGN in Q4 2024 and held it in 2 quarters. The position peaked at $67.6K in Q1 2025. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 217 Amgen shares in Q2 2025, an estimated $67.6K.
  • Anderson Financial Strategies first reported a position in Amgen in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Amgen position peaked at $67.6K in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.