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Defined Wealth Management’s Amgen AMGN Stock Holding History

Defined 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
Q3 		– Sell
-1,577
Closed -$440K – 107
2025
Q2 		$440K Sell
1,577
-3
-0.2% -$850 0.27% 83
2025
Q1 		$492K Buy
1,580
+52
+3% +$15.4K 0.33% 71
2024
Q4 		$398K Sell
1,528
-7
-0.5% -$2.08K 0.26% 83
2024
Q3 		$495K Buy
1,535
+11
+0.7% +$3.6K 0.32% 67
2024
Q2 		$476K Buy
1,524
+12
+0.8% +$3.52K 0.33% 71
2024
Q1 		$430K Sell
1,512
-1
-0.1% -$293 0.31% 76
2023
Q4 		$436K Buy
1,513
+5
+0.3% +$1.36K 0.33% 75
2023
Q3 		$405K Buy
1,508
+16
+1% +$3.99K 0.35% 71
2023
Q2 		$331K Buy
1,492
+2
+0.1% +$464 0.28% 82
2023
Q1 		$360K Hold
1,490
– – 0.34% 75
2022
Q4 		$391K Sell
1,490
-190
-11% -$50.9K 0.37% 71
2022
Q3 		$379K Hold
1,680
– – 0.41% 63
2022
Q2 		$409K Hold
1,680
– – 0.42% 61
2022
Q1 		$406K Hold
1,680
– – 0.36% 66
2021
Q4 		$378K Sell
1,680
-202
-11% -$42.6K 0.31% 68
2021
Q3 		$400K Hold
1,882
– – 0.35% 63
2021
Q2 		$459K Hold
1,882
– – 0.41% 55
2021
Q1 		$468K Hold
1,882
– – 0.44% 50
2020
Q4 		$433K Buy
+1,882
New +$434K 0.43% 54

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Defined Wealth Management's AMGN Position: Q3 2025 in Review

Defined Wealth Management sold out of Amgen (AMGN) in Q3 2025, closing a stake of 1,577 shares — an estimated $440K sold.

Defined Wealth Management first reported a position in AMGN in Q4 2020 and held it in 19 quarters. The position peaked at $495K in Q3 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Defined Wealth Management reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Defined Wealth Management sold 1,577 Amgen shares in Q3 2025, an estimated $440K.
  • Defined Wealth Management first reported a position in Amgen in Q4 2020 and held it in 19 quarters.
  • Defined Wealth Management's Amgen position peaked at $495K in Q3 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Defined Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.