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Axiom Financial Strategies’s Amgen AMGN Stock Holding History

Axiom 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
-775
Closed -$241K – 46
2025
Q1 		$241K Hold
775
– – 0.14% 37
2024
Q4 		$202K Buy
775
+9
+1% +$2.67K 0.11% 42
2024
Q3 		$247K Buy
+766
New +$251K 0.13% 38

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

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

Axiom Financial Strategies sold out of Amgen (AMGN) in Q2 2025, closing a stake of 775 shares — an estimated $241K sold.

Axiom Financial Strategies first reported a position in AMGN in Q3 2024 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Axiom Financial Strategies reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 775 Amgen shares in Q2 2025, an estimated $241K.
  • Axiom Financial Strategies first reported a position in Amgen in Q3 2024 and held it in 3 quarters.
  • Axiom Financial Strategies's Amgen position peaked at $247K in Q3 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.