Annapolis Financial Services’s Amgen AMGN Stock Holding History

Annapolis Financial Services’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
2024 Q3	$81.2K	Buy	252 +2	+0.8%	+$654	0.02%	127
2024 Q2	$78.1K	Hold	250	–	–	0.03%	126
2024 Q1	$71.1K	Hold	250	–	–	0.02%	127
2023 Q4	$72K	Sell	250 -20	-7%	-$5.45K	0.02%	174
2023 Q3	$72.6K	Hold	270	–	–	0.02%	163
2023 Q2	$59.9K	Hold	270	–	–	0.02%	171
2023 Q1	$65.3K	Hold	270	–	–	0.02%	158
2022 Q4	$70.9K	Sell	270 -50	-16%	-$13.4K	0.02%	154
2022 Q3	$72K	Buy	320 +50	+19%	+$12.1K	0.03%	157
2022 Q2	$66K	Hold	270	–	–	0.02%	161
2022 Q1	$65K	Hold	270	–	–	0.02%	169
2021 Q4	$61K	Buy	270 +20	+8%	+$4.22K	0.02%	172
2021 Q3	$53K	Hold	250	–	–	0.02%	166
2021 Q2	$61K	Hold	250	–	–	0.02%	150
2021 Q1	$62K	Hold	250	–	–	0.02%	146
2020 Q4	$57K	Buy	+250	New	+$57.6K	0.02%	142

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Annapolis Financial Services's AMGN Position: Q3 2024 in Review

Annapolis Financial Services increased its Amgen (AMGN) stake by 0.8% in Q3 2024, buying an estimated $654 and bringing the position to 252 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #127.

Annapolis Financial Services first reported a position in AMGN in Q4 2020 and has held it in 16 quarters since. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2024.

Annapolis Financial Services held 252 shares of Amgen worth $81.2K as of Q3 2024.
Annapolis Financial Services bought 2 Amgen shares in Q3 2024, an estimated $654.
Amgen made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #127 holding.
Annapolis Financial Services first reported a position in Amgen in Q4 2020 and has held it in 16 quarters since.
2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.