Campbell Wealth Management’s Amgen AMGN Stock Holding History

Campbell 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
2024 Q4	$219K	Buy	+839	New	+$249K	0.02%	87
2024 Q3	–	Sell	-822	Closed	-$257K	–	71
2024 Q2	$257K	Buy	822 +4	+0.5%	+$1.18K	0.08%	37
2024 Q1	$233K	Buy	+818	New	+$239K	0.02%	81
2023 Q4	–	Sell	-815	Closed	-$219K	–	64
2023 Q3	$219K	Buy	+815	New	+$203K	0.03%	69
2020 Q3	–	Sell	-217	Closed	-$51K	–	76
2020 Q2	$51K	Buy	+217	New	+$49.5K	0.01%	153

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Campbell Wealth Management's AMGN Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Amgen (AMGN) in Q4 2024: 839 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #87 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in AMGN as recently as Q2 2024.

Campbell Wealth Management first reported a position in AMGN in Q2 2020 and has held it in 5 quarters since. The position peaked at $257K in Q2 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

Campbell Wealth Management held 839 shares of Amgen worth $219K as of Q4 2024.
Amgen was a new Campbell Wealth Management position in Q4 2024.
Amgen made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #87 holding.
Campbell Wealth Management first reported a position in Amgen in Q2 2020 and has held it in 5 quarters since.
Campbell Wealth Management's Amgen position peaked at $257K in Q2 2024.
2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.