CWC
AMGN icon

Carolinas Wealth Consulting’s Amgen AMGN Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-277
Closed -$86.2K – 39
2025
Q1 		$86.2K Sell
277
-9
-3% -$2.66K 0.02% 267
2024
Q4 		$74.5K Sell
286
-20
-7% -$5.93K 0.01% 302
2024
Q3 		$98.3K Sell
306
-95
-24% -$31.1K 0.02% 266
2024
Q2 		$125K Sell
401
-9
-2% -$2.64K 0.02% 227
2024
Q1 		$117K Buy
410
+6
+1% +$1.76K 0.02% 238
2023
Q4 		$116K Sell
404
-10
-2% -$2.73K 0.03% 219
2023
Q3 		$106K Sell
414
-751
-64% -$187K 0.03% 210
2023
Q2 		$259K Sell
1,165
-341
-23% -$79.1K 0.05% 154
2023
Q1 		$364K Buy
1,506
+215
+17% +$52.8K 0.08% 122
2022
Q4 		$339K Buy
1,291
+115
+10% +$30.8K 0.08% 124
2022
Q3 		$265K Buy
1,176
+42
+4% +$10.2K 0.07% 129
2022
Q2 		$276K Sell
1,134
-55
-5% -$13.5K 0.07% 121
2022
Q1 		$288K Sell
1,189
-141
-11% -$32.4K 0.06% 134
2021
Q4 		$299K Buy
1,330
+330
+33% +$69.6K 0.07% 134
2021
Q3 		$213K Buy
1,000
+24
+2% +$5.52K 0.05% 152
2021
Q2 		$238K Sell
976
-589
-38% -$145K 0.05% 150
2021
Q1 		$389K Buy
1,565
+38
+2% +$9.07K 0.09% 101
2020
Q4 		$351K Buy
1,527
+248
+19% +$57.2K 0.09% 104
2020
Q3 		$325K Buy
1,279
+725
+131% +$180K 0.11% 85
2020
Q2 		$131K Buy
+554
New +$126K 0.05% 129

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

Carolinas Wealth Consulting's AMGN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Amgen (AMGN) in Q2 2025, closing a stake of 277 shares — an estimated $86.2K sold.

Carolinas Wealth Consulting first reported a position in AMGN in Q2 2020 and held it in 20 quarters. The position peaked at $389K in Q1 2021. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 277 Amgen shares in Q2 2025, an estimated $86.2K.
  • Carolinas Wealth Consulting first reported a position in Amgen in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Amgen position peaked at $389K in Q1 2021.
  • 2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.