Congress Wealth Management’s Amgen AMGN Stock Holding History

Congress 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 Q2	$22.1M	Buy	79,149 +2,186	+3%	+$619K	0.21%	116
2025 Q1	$24M	Buy	76,963 +3,997	+5%	+$1.18M	0.29%	87
2024 Q4	$19M	Buy	72,966 +5,119	+8%	+$1.52M	0.26%	107
2024 Q3	$21.9M	Buy	67,847 +11,659	+21%	+$3.81M	0.29%	89
2024 Q2	$17.6M	Buy	56,188 +1,422	+3%	+$418K	0.28%	94
2024 Q1	$15.6M	Sell	54,766 -3,281	-6%	-$960K	0.27%	105
2023 Q4	$16.7M	Buy	58,047 +4,730	+9%	+$1.29M	0.31%	80
2023 Q3	$14.3M	Buy	53,317 +4,373	+9%	+$1.09M	0.3%	80
2023 Q2	$10.9M	Buy	48,944 +2,615	+6%	+$607K	0.25%	126
2023 Q1	$11.2M	Buy	46,329 +1,680	+4%	+$412K	0.27%	113
2022 Q4	$11.7M	Buy	44,649 +712	+2%	+$191K	0.3%	92
2022 Q3	$9.9M	Buy	43,937 +1,797	+4%	+$436K	0.27%	105
2022 Q2	$10.3M	Sell	42,140 -399	-0.9%	-$97.8K	0.26%	107
2022 Q1	$10.3M	Sell	42,539 -962	-2%	-$221K	0.22%	128
2021 Q4	$9.79M	Buy	+43,501	New	+$9.18M	0.2%	153

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return