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Apexium Financial’s Amgen AMGN Stock Holding History

Apexium Financial’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 		$729K Buy
2,582
+40
+2% +$11.6K 0.04% 157
2025
Q2 		$710K Buy
2,542
+46
+2% +$13K 0.04% 155
2025
Q1 		$778K Buy
2,496
+114
+5% +$33.7K 0.05% 140
2024
Q4 		$621K Sell
2,382
-405
-15% -$120K 0.04% 146
2024
Q3 		$898K Buy
2,787
+92
+3% +$30.1K 0.06% 105
2024
Q2 		$842K Buy
2,695
+32
+1% +$9.4K 0.06% 105
2024
Q1 		$757K Sell
2,663
-77
-3% -$22.5K 0.06% 111
2023
Q4 		$789K Buy
2,740
+58
+2% +$15.8K 0.06% 144
2023
Q3 		$721K Buy
2,682
+90
+3% +$22.5K 0.07% 106
2023
Q2 		$575K Buy
2,592
+125
+5% +$29K 0.05% 126
2023
Q1 		$596K Sell
2,467
-46
-2% -$11.3K 0.06% 121
2022
Q4 		$660K Buy
2,513
+476
+23% +$128K 0.07% 105
2022
Q3 		$459K Buy
2,037
+870
+75% +$211K 0.06% 127
2022
Q2 		$284K Buy
+1,167
New +$286K 0.16% 76

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

Apexium Financial's AMGN Position: Q3 2025 in Review

Apexium Financial increased its Amgen (AMGN) stake by 1.6% in Q3 2025, buying an estimated $11.6K and bringing the position to 2,582 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #157.

Apexium Financial first reported a position in AMGN in Q2 2022 and has held it in 14 quarters since. The position peaked at $898K in Q3 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Apexium Financial held 2,582 shares of Amgen worth $729K as of Q3 2025.
  • Apexium Financial bought 40 Amgen shares in Q3 2025, an estimated $11.6K.
  • Amgen made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #157 holding.
  • Apexium Financial first reported a position in Amgen in Q2 2022 and has held it in 14 quarters since.
  • Apexium Financial's Amgen position peaked at $898K in Q3 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.