AAS
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Avantax Advisory Services’s Amgen AMGN Stock Holding History

Avantax Advisory 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
2025
Q2 		$25M Sell
89,636
-3,604
-4% -$1.02M 0.14% 110
2025
Q1 		$29M Buy
93,240
+6,266
+7% +$1.85M 0.18% 91
2024
Q4 		$22.7M Buy
86,974
+2,562
+3% +$760K 0.14% 109
2024
Q3 		$27.2M Buy
84,412
+2,415
+3% +$790K 0.18% 86
2024
Q2 		$25.6M Buy
81,997
+20,453
+33% +$6.01M 0.18% 85
2024
Q1 		$17.5M Buy
61,544
+5,580
+10% +$1.63M 0.16% 106
2023
Q4 		$16.1M Buy
55,964
+3,680
+7% +$1M 0.16% 107
2023
Q3 		$14.1M Buy
52,284
+7,868
+18% +$1.96M 0.16% 104
2023
Q2 		$9.86M Buy
44,416
+2,752
+7% +$639K 0.11% 148
2023
Q1 		$10.1M Buy
41,664
+7,084
+20% +$1.74M 0.12% 138
2022
Q4 		$9.08M Sell
34,580
-377
-1% -$101K 0.12% 141
2022
Q3 		$7.88M Buy
34,957
+1,978
+6% +$479K 0.12% 135
2022
Q2 		$8.02M Buy
32,979
+1,647
+5% +$404K 0.12% 139
2022
Q1 		$7.57M Buy
31,332
+1,144
+4% +$263K 0.1% 142
2021
Q4 		$6.79M Buy
30,188
+613
+2% +$129K 0.1% 151
2021
Q3 		$6.29M Buy
29,575
+3,501
+13% +$806K 0.1% 150
2021
Q2 		$6.35M Buy
26,074
+804
+3% +$198K 0.12% 142
2021
Q1 		$6.27M Buy
25,270
+1,478
+6% +$353K 0.13% 126
2020
Q4 		$5.47M Sell
23,792
-9,552
-29% -$2.2M 0.13% 123
2020
Q3 		$8.48M Buy
33,344
+9,689
+41% +$2.4M 0.14% 129
2020
Q2 		$5.59M Buy
23,655
+490
+2% +$112K 0.16% 104
2020
Q1 		$4.7M Buy
23,165
+995
+4% +$217K 0.14% 105
2019
Q4 		$5.34M Buy
22,170
+4,994
+29% +$1.1M 0.12% 109
2019
Q3 		$3.32M Buy
17,176
+474
+3% +$91K 0.13% 82
2019
Q2 		$3.08M Buy
16,702
+1,782
+12% +$319K 0.14% 81
2019
Q1 		$2.83M Sell
14,920
-116
-0.8% -$22.2K 0.15% 79
2018
Q4 		$2.92M Buy
+15,036
New +$2.93M 0.49% 51

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Advisory Services's AMGN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Amgen (AMGN) stake by 3.9% in Q2 2025, selling an estimated $1.02M and leaving 89,636 shares worth $25M. The position accounts for 0.14% of the portfolio, ranked #110.

Avantax Advisory Services first reported a position in AMGN in Q4 2018 and has held it in 27 quarters since. The position peaked at $29M in Q1 2025. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Avantax Advisory Services held 89,636 shares of Amgen worth $25M as of Q2 2025.
  • Avantax Advisory Services sold 3,604 Amgen shares in Q2 2025, an estimated $1.02M.
  • Amgen made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #110 holding.
  • Avantax Advisory Services first reported a position in Amgen in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Amgen position peaked at $29M in Q1 2025.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.