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Bruderman Asset Management’s Amgen AMGN Stock Holding History

Bruderman 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
2022
Q2 		$477K Buy
1,959
+8
+0.4% +$1.96K 0.86% 45
2022
Q1 		$474K Sell
1,951
-497
-20% -$114K 0.72% 49
2021
Q4 		$550K Sell
2,448
-4,625
-65% -$976K 0.42% 60
2021
Q3 		$1.5M Buy
7,073
+485
+7% +$112K 0.38% 67
2021
Q2 		$1.61M Buy
6,588
+152
+2% +$37.4K 0.5% 46
2021
Q1 		$1.6M Buy
6,436
+194
+3% +$46.3K 0.44% 64
2020
Q4 		$1.44M Buy
6,242
+1,922
+44% +$443K 0.42% 66
2020
Q3 		$1.1M Sell
4,320
-265
-6% -$65.7K 0.36% 66
2020
Q2 		$1.17M Buy
4,585
+596
+15% +$136K 0.39% 66
2020
Q1 		$789K Buy
3,989
+507
+15% +$111K 0.31% 62
2019
Q4 		$836K Sell
3,482
-1,348
-28% -$297K 0.26% 71
2019
Q3 		$1.07M Buy
4,830
+58
+1% +$11.1K 0.27% 71
2019
Q2 		$879K Sell
4,772
-1,464
-23% -$262K 0.21% 72
2019
Q1 		$1.19M Sell
6,236
-36
-0.6% -$6.88K 0.26% 64
2018
Q4 		$1.22M Buy
6,272
+1,414
+29% +$276K 0.31% 52
2018
Q3 		$1.01M Sell
4,858
-103
-2% -$20.3K 0.23% 68
2018
Q2 		$916K Sell
4,961
-12,333
-71% -$2.18M 0.22% 71
2018
Q1 		$2.95M Buy
17,294
+1,749
+11% +$321K 0.71% 46
2017
Q4 		$2.7M Buy
15,545
+2,740
+21% +$485K 0.69% 46
2017
Q3 		$2.39M Buy
12,805
+5,788
+82% +$1.03M 0.62% 48
2017
Q2 		$1.21M Buy
+7,017
New +$1.14M 0.32% 61
2017
Q1 		– Sell
-325
Closed -$48K – 125
2016
Q4 		$48K Sell
325
-29,240
-99% -$4.4M 0.01% 200
2016
Q3 		$4.93M Buy
29,565
+975
+3% +$165K 1.47% 23
2016
Q2 		$4.35M Buy
28,590
+2,826
+11% +$439K 1.36% 24
2016
Q1 		$3.86M Buy
25,764
+2,703
+12% +$402K 1.34% 23
2015
Q4 		$3.74M Buy
23,061
+1,413
+7% +$222K 1.41% 22
2015
Q3 		$2.99M Buy
21,648
+5,673
+36% +$894K 1.18% 22
2015
Q2 		$2.45M Buy
15,975
+2,757
+21% +$442K 0.94% 29
2015
Q1 		$2.11M Buy
+13,218
New +$2.08M 0.82% 31

Other funds holding AMGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bruderman Asset Management's AMGN Position: Q2 2022 in Review

Bruderman Asset Management increased its Amgen (AMGN) stake by 0.41% in Q2 2022, buying an estimated $1.96K and bringing the position to 1,959 shares worth $477K. The position accounts for 0.86% of the portfolio, ranked #45.

Bruderman Asset Management first reported a position in AMGN in Q1 2015 and has held it in 29 quarters since. The position peaked at $4.93M in Q3 2016. 2,352 funds tracked by Wall St. Rank hold AMGN as of Q2 2022.

  • Bruderman Asset Management held 1,959 shares of Amgen worth $477K as of Q2 2022.
  • Bruderman Asset Management bought 8 Amgen shares in Q2 2022, an estimated $1.96K.
  • Amgen made up 0.86% of Bruderman Asset Management's portfolio in Q2 2022, its #45 holding.
  • Bruderman Asset Management first reported a position in Amgen in Q1 2015 and has held it in 29 quarters since.
  • Bruderman Asset Management's Amgen position peaked at $4.93M in Q3 2016.
  • 2,352 funds tracked by Wall St. Rank held Amgen as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.