Custom Portfolio Group’s Amgen AMGN Stock Holding History

Custom Portfolio Group’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 Q2	$43.1K	Hold	138	–	–	0.03%	111
2024 Q1	$39.2K	Hold	138	–	–	0.03%	116
2023 Q4	$39.7K	Buy	+138	New	+$37.6K	0.04%	110

Other funds holding AMGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Custom Portfolio Group's AMGN Position: Q2 2024 in Review

Custom Portfolio Group held its Amgen (AMGN) position steady in Q2 2024 at 138 shares worth $43.1K. The position accounts for 0.03% of the portfolio, ranked #111.

Custom Portfolio Group first reported a position in AMGN in Q4 2023 and has held it in 3 quarters since. 2,789 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

Custom Portfolio Group held 138 shares of Amgen worth $43.1K as of Q2 2024.
Custom Portfolio Group left its Amgen share count unchanged in Q2 2024.
Amgen made up 0.03% of Custom Portfolio Group's portfolio in Q2 2024, its #111 holding.
Custom Portfolio Group first reported a position in Amgen in Q4 2023 and has held it in 3 quarters since.
2,789 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.