Asset Planning Corporation’s Amgen AMGN Stock Holding History

Asset Planning Corporation’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	$242K	Buy	858 +100	+13%	+$29K	0.11%	45
2025 Q2	$212K	Hold	758	–	–	0.11%	43
2025 Q1	$236K	Buy	+758	New	+$224K	0.14%	39
2024 Q4	–	Sell	-758	Closed	-$244K	–	44
2024 Q3	$244K	Hold	758	–	–	0.16%	41
2024 Q2	$237K	Sell	758 -225	-23%	-$66.1K	0.18%	39
2024 Q1	$279K	Sell	983 -225	-19%	-$65.8K	0.2%	36
2023 Q4	$348K	Hold	1,208	–	–	0.27%	28
2023 Q3	$325K	Hold	1,208	–	–	0.25%	30
2023 Q2	$268K	Hold	1,208	–	–	0.2%	30
2023 Q1	$292K	Hold	1,208	–	–	0.23%	28
2022 Q4	$317K	Buy	+1,208	New	+$324K	0.26%	27
2021 Q1	–	Sell	-470	Closed	-$108K	–	35
2020 Q4	$108K	Buy	+470	New	+$108K	0.11%	38

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

Asset Planning Corporation's AMGN Position: Q3 2025 in Review

Asset Planning Corporation increased its Amgen (AMGN) stake by 13% in Q3 2025, buying an estimated $29K and bringing the position to 858 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #45.

Asset Planning Corporation first reported a position in AMGN in Q4 2020 and has held it in 12 quarters since. The position peaked at $348K in Q4 2023. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

Asset Planning Corporation held 858 shares of Amgen worth $242K as of Q3 2025.
Asset Planning Corporation bought 100 Amgen shares in Q3 2025, an estimated $29K.
Amgen made up 0.11% of Asset Planning Corporation's portfolio in Q3 2025, its #45 holding.
Asset Planning Corporation first reported a position in Amgen in Q4 2020 and has held it in 12 quarters since.
Asset Planning Corporation's Amgen position peaked at $348K in Q4 2023.
2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.