Baldrige Asset Management’s Amgen AMGN Stock Holding History

Baldrige Asset Management’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
2023 Q1	$375K	Sell	1,550 -21	-1%	-$5.16K	0.15%	79
2022 Q4	$413K	Buy	1,571 +15	+1%	+$4.02K	0.18%	73
2022 Q3	$351K	Hold	1,556	–	–	0.17%	81
2022 Q2	$379K	Hold	1,556	–	–	0.17%	79
2022 Q1	$376K	Hold	1,556	–	–	0.15%	85
2021 Q4	$350K	Hold	1,556	–	–	0.14%	84
2021 Q3	$331K	Hold	1,556	–	–	0.14%	82
2021 Q2	$379K	Hold	1,556	–	–	0.16%	78
2021 Q1	$387K	Buy	1,556 +21	+1%	+$5.01K	0.21%	65
2020 Q4	$353K	Hold	1,535	–	–	0.21%	70
2020 Q3	$390K	Hold	1,535	–	–	0.26%	60
2020 Q2	$362K	Hold	1,535	–	–	0.27%	59
2020 Q1	$311K	Hold	1,535	–	–	0.27%	61
2019 Q4	$370K	Hold	1,535	–	–	0.31%	58
2019 Q3	$297K	Hold	1,535	–	–	0.26%	60
2019 Q2	$283K	Hold	1,535	–	–	0.26%	59
2019 Q1	$292K	Buy	+1,535	New	+$293K	0.29%	58

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldrige Asset Management's AMGN Position: Q1 2023 in Review

Baldrige Asset Management reduced its Amgen (AMGN) stake by 1.3% in Q1 2023, selling an estimated $5.16K and leaving 1,550 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #79.

Baldrige Asset Management first reported a position in AMGN in Q1 2019 and has held it in 17 quarters since. The position peaked at $413K in Q4 2022. 2,434 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

Baldrige Asset Management held 1,550 shares of Amgen worth $375K as of Q1 2023.
Baldrige Asset Management sold 21 Amgen shares in Q1 2023, an estimated $5.16K.
Amgen made up 0.15% of Baldrige Asset Management's portfolio in Q1 2023, its #79 holding.
Baldrige Asset Management first reported a position in Amgen in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Amgen position peaked at $413K in Q4 2022.
2,434 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.