Bellwether Advisors’s Amgen AMGN Stock Holding History

Bellwether Advisors’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	–	Sell	-275	Closed	-$76.8K	–	154
2025 Q2	$76.8K	Hold	275	–	–	0.01%	189
2025 Q1	$85.7K	Buy	275 +1	+0.4%	+$295	0.02%	185
2024 Q4	$71.4K	Buy	+274	New	+$81.3K	0.01%	202
2023 Q2	–	Sell	-115	Closed	-$27.8K	–	102
2023 Q1	$27.8K	Buy	115 +19	+20%	+$4.66K	0.01%	222
2022 Q4	$25.2K	Buy	96 +11	+13%	+$2.95K	0.01%	232
2022 Q3	$19K	Buy	85 +1	+1%	+$242	0.01%	221
2022 Q2	$20K	Buy	84 +9	+12%	+$2.21K	0.01%	213
2022 Q1	$18K	Hold	75	–	–	0.01%	265
2021 Q4	$16K	Sell	75 -23	-23%	-$4.85K	0.01%	290
2021 Q3	$20K	Buy	98 +19	+24%	+$4.37K	0.01%	246
2021 Q2	$19K	Hold	79	–	–	0.01%	224
2021 Q1	$19K	Hold	79	–	–	0.01%	203
2020 Q4	$18K	Buy	+79	New	+$18.2K	0.01%	202

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

Bellwether Advisors's AMGN Position: Q3 2025 in Review

Bellwether Advisors sold out of Amgen (AMGN) in Q3 2025, closing a stake of 275 shares — an estimated $76.8K sold.

Bellwether Advisors first reported a position in AMGN in Q4 2020 and held it in 13 quarters. The position peaked at $85.7K in Q1 2025. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

Bellwether Advisors reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 275 Amgen shares in Q3 2025, an estimated $76.8K.
Bellwether Advisors first reported a position in Amgen in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Amgen position peaked at $85.7K in Q1 2025.
2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.