Elite Wealth Management’s Amgen AMGN Stock Holding History

Elite 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 Q1	–	Sell	-1,203	Closed	-$314K	–	34
2024 Q4	$314K	Hold	1,203	–	–	0.04%	32
2024 Q3	$388K	Hold	1,203	–	–	0.05%	34
2024 Q2	$376K	Hold	1,203	–	–	0.01%	37
2024 Q1	$342K	Hold	1,203	–	–	0.01%	40
2023 Q4	$346K	Sell	1,203 -500	-29%	-$136K	0.02%	34
2023 Q3	$458K	Sell	1,703 -700	-29%	-$175K	0.03%	36
2023 Q2	$534K	Sell	2,403 -9	-0.4%	-$2.09K	0.04%	37
2023 Q1	$583K	Hold	2,412	–	–	0.04%	36
2022 Q4	$633K	Buy	2,412 +35	+1%	+$9.38K	0.06%	35
2022 Q3	$536K	Buy	2,377 +9	+0.4%	+$2.18K	0.05%	35
2022 Q2	$576K	Hold	2,368	–	–	0.09%	32
2022 Q1	$573K	Sell	2,368 -700	-23%	-$161K	0.09%	36
2021 Q4	$690K	Hold	3,068	–	–	0.1%	34
2021 Q3	$652K	Buy	3,068 +800	+35%	+$184K	0.12%	39
2021 Q2	$553	Buy	2,268 +16	+0.7%	+$3.94K	0.05%	37
2021 Q1	$560	Sell	2,252 -683	-23%	-$163K	0.07%	36
2020 Q4	$675K	Buy	2,935 +721	+33%	+$166K	0.09%	35
2020 Q3	$563K	Buy	2,214 +14	+0.6%	+$3.47K	0.08%	31
2020 Q2	$519K	Hold	2,200	–	–	0.15%	31
2020 Q1	$446K	Buy	2,200 +600	+38%	+$131K	0.35%	31
2019 Q4	$386K	Sell	1,600 -1,400	-47%	-$309K	0.22%	21
2019 Q3	$581K	Hold	3,000	–	–	0.8%	16
2019 Q2	$553K	Hold	3,000	–	–	0.75%	18
2019 Q1	$570K	Hold	3,000	–	–	1.05%	18
2018 Q4	$584K	Buy	3,000 +700	+30%	+$137K	0.57%	34
2018 Q3	$477K	Sell	2,300 -700	-23%	-$138K	0.1%	38
2018 Q2	$554K	Hold	3,000	–	–	0.2%	38
2018 Q1	$511K	Hold	3,000	–	–	0.42%	44
2017 Q4	$522K	Buy	+3,000	New	+$531K	0.44%	44
2016 Q3	$267K	Sell	1,600 -1,400	-47%	-$237K	0.44%	35
2016 Q2	$456K	Hold	3,000	–	–	0.75%	30
2016 Q1	$449K	Buy	3,000 +700	+30%	+$104K	0.63%	30
2015 Q4	$373K	Sell	2,300 -6,327	-73%	-$995K	0.55%	31
2015 Q3	$1.19M	Sell	8,627 -2,100	-20%	-$331K	1.88%	16
2015 Q2	$1.65M	Buy	10,727 +982	+10%	+$157K	1.71%	15
2015 Q1	$1.56M	Buy	9,745 +6,645	+214%	+$1.05M	1.38%	17
2014 Q4	$493K	Hold	3,100	–	–	0.47%	43
2014 Q3	$435K	Buy	3,100 +2,300	+288%	+$300K	0.39%	55
2014 Q2	$95K	Hold	800	–	–	0.09%	77
2014 Q1	$99K	Hold	800	–	–	0.08%	81
2013 Q4	$91K	Hold	800	–	–	0.07%	108
2013 Q3	$90K	Hold	800	–	–	0.08%	126
2013 Q2	$79K	Buy	+800	New	+$83K	0.12%	91

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elite Wealth Management's AMGN Position: Q1 2025 in Review

Elite Wealth Management sold out of Amgen (AMGN) in Q1 2025, closing a stake of 1,203 shares — an estimated $314K sold.

Elite Wealth Management first reported a position in AMGN in Q2 2013 and held it in 43 quarters. The position peaked at $1.65M in Q2 2015. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

Elite Wealth Management reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
Elite Wealth Management sold 1,203 Amgen shares in Q1 2025, an estimated $314K.
Elite Wealth Management first reported a position in Amgen in Q2 2013 and held it in 43 quarters.
Elite Wealth Management's Amgen position peaked at $1.65M in Q2 2015.
2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Elite Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.