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Bordeaux Wealth Advisors’s Amgen AMGN Stock Holding History

Bordeaux Wealth 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
Q2 		$809K Sell
2,899
-6
-0.2% -$1.7K 0.1% 67
2025
Q1 		$905K Buy
2,905
+152
+6% +$44.9K 0.17% 59
2024
Q4 		$718K Sell
2,753
-200
-7% -$59.3K 0.12% 70
2024
Q3 		$951K Buy
2,953
+218
+8% +$71.3K 0.17% 56
2024
Q2 		$854K Buy
+2,735
New +$803K 0.16% 58
2021
Q3 		– Sell
-937
Closed -$228K – 70
2021
Q2 		$228K Buy
+937
New +$231K 0.13% 68

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

Bordeaux Wealth Advisors's AMGN Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Amgen (AMGN) stake by 0.21% in Q2 2025, selling an estimated $1.7K and leaving 2,899 shares worth $809K. The position accounts for 0.1% of the portfolio, ranked #67.

Bordeaux Wealth Advisors first reported a position in AMGN in Q2 2021 and has held it in 6 quarters since. The position peaked at $951K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Bordeaux Wealth Advisors held 2,899 shares of Amgen worth $809K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 6 Amgen shares in Q2 2025, an estimated $1.7K.
  • Amgen made up 0.1% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #67 holding.
  • Bordeaux Wealth Advisors first reported a position in Amgen in Q2 2021 and has held it in 6 quarters since.
  • Bordeaux Wealth Advisors's Amgen position peaked at $951K in Q3 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.