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Brass Tax Wealth Management’s Amgen AMGN Stock Holding History

Brass Tax Wealth 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
2025
Q3 		$241K Buy
853
+34
+4% +$9.86K 0.04% 212
2025
Q2 		$229K Buy
819
+34
+4% +$9.63K 0.04% 207
2025
Q1 		$245K Hold
785
– – 0.05% 184
2024
Q4 		$205K Hold
785
– – 0.04% 202
2024
Q3 		$253K Buy
785
+17
+2% +$5.56K 0.05% 165
2024
Q2 		$240K Sell
768
-71
-8% -$20.9K 0.1% 119
2024
Q1 		$239K Buy
+839
New +$245K 0.12% 98

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Brass Tax Wealth Management's AMGN Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Amgen (AMGN) stake by 4.2% in Q3 2025, buying an estimated $9.86K and bringing the position to 853 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #212.

Brass Tax Wealth Management first reported a position in AMGN in Q1 2024 and has held it in 7 quarters since. The position peaked at $253K in Q3 2024. 2,820 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Brass Tax Wealth Management held 853 shares of Amgen worth $241K as of Q3 2025.
  • Brass Tax Wealth Management bought 34 Amgen shares in Q3 2025, an estimated $9.86K.
  • Amgen made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #212 holding.
  • Brass Tax Wealth Management first reported a position in Amgen in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's Amgen position peaked at $253K in Q3 2024.
  • 2,820 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.