CWM
AMGN icon

Compass Wealth Management’s Amgen AMGN Stock Holding History

Compass 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
Q4 		– Sell
-775
Closed -$219K – 79
2025
Q3 		$219K Hold
775
– – 0.05% 145
2025
Q2 		$216K Sell
775
-49
-6% -$13.9K 0.05% 147
2025
Q1 		$257K Hold
824
– – 0.07% 136
2024
Q4 		$215K Hold
824
– – 0.05% 148
2024
Q3 		$266K Hold
824
– – 0.06% 145
2024
Q2 		$257K Hold
824
– – 0.06% 142
2024
Q1 		$234K Hold
824
– – 0.06% 149
2023
Q4 		$237K Hold
824
– – 0.07% 144
2023
Q3 		$221K Hold
824
– – 0.07% 149
2023
Q2 		$183K Hold
824
– – 0.06% 156
2023
Q1 		$199K Hold
824
– – 0.06% 155
2022
Q4 		$216K Buy
+824
New +$221K 0.07% 150

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Compass Wealth Management's AMGN Position: Q4 2025 in Review

Compass Wealth Management sold out of Amgen (AMGN) in Q4 2025, closing a stake of 775 shares — an estimated $219K sold.

Compass Wealth Management first reported a position in AMGN in Q4 2022 and held it in 12 quarters. The position peaked at $266K in Q3 2024. 3,084 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Compass Wealth Management reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 775 Amgen shares in Q4 2025, an estimated $219K.
  • Compass Wealth Management first reported a position in Amgen in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's Amgen position peaked at $266K in Q3 2024.
  • 3,084 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.