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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 0.19% 153

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's AMGN Position: Q2 2025 in Review

Congress Wealth Management increased its Amgen (AMGN) stake by 2.8% in Q2 2025, buying an estimated $619K and bringing the position to 79,149 shares worth $22.1M. The position accounts for 0.21% of the portfolio, ranked #116.

Congress Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 15 quarters since. The position peaked at $24M in Q1 2025. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Congress Wealth Management held 79,149 shares of Amgen worth $22.1M as of Q2 2025.
  • Congress Wealth Management bought 2,186 Amgen shares in Q2 2025, an estimated $619K.
  • Amgen made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #116 holding.
  • Congress Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Amgen position peaked at $24M in Q1 2025.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.