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ERTS Wealth Advisors’s Amgen AMGN Stock Holding History

ERTS Wealth Advisors’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 		– Sell
-884
Closed -$275K – 31
2025
Q1 		$275K Sell
884
-133
-13% -$39.3K 0.05% 69
2024
Q4 		$265K Sell
1,017
-313
-24% -$92.9K 0.05% 76
2024
Q3 		$429K Sell
1,330
-96
-7% -$31.4K 0.08% 53
2024
Q2 		$446K Sell
1,426
-6
-0.4% -$1.76K 0.09% 51
2024
Q1 		$407K Sell
1,432
-59
-4% -$17.3K 0.08% 54
2023
Q4 		$429K Buy
1,491
+44
+3% +$12K 0.09% 50
2023
Q3 		$389K Sell
1,447
-9
-0.6% -$2.25K 0.09% 51
2023
Q2 		$323K Buy
1,456
+5
+0.3% +$1.16K 0.08% 64
2023
Q1 		$351K Sell
1,451
-96
-6% -$23.6K 0.09% 62
2022
Q4 		$406K Sell
1,547
-1
-0.1% -$268 0.11% 64
2022
Q3 		$349K Sell
1,548
-4
-0.3% -$970 0.1% 58
2022
Q2 		$378K Hold
1,552
– – 0.11% 60
2022
Q1 		$375K Sell
1,552
-396
-20% -$91K 0.11% 54
2021
Q4 		$436K Buy
1,948
+14
+0.7% +$2.96K 0.1% 54
2021
Q3 		$411K Sell
1,934
-34
-2% -$7.83K 0.11% 54
2021
Q2 		$480K Hold
1,968
– – 0.13% 53
2021
Q1 		$490K Buy
1,968
+107
+6% +$25.5K 0.15% 51
2020
Q4 		$428K Buy
1,861
+1
+0.1% +$231 0.14% 54
2020
Q3 		$473K Buy
1,860
+11
+0.6% +$2.73K 0.18% 46
2020
Q2 		$436K Sell
1,849
-456
-20% -$104K 0.18% 50
2020
Q1 		$467K Sell
2,305
-455
-16% -$99.4K 0.23% 48
2019
Q4 		$665K Buy
2,760
+125
+5% +$27.6K 0.3% 33
2019
Q3 		$510K Buy
2,635
+544
+26% +$104K 0.26% 41
2019
Q2 		$385K Sell
2,091
-108
-5% -$19.3K 0.21% 56
2019
Q1 		$418K Hold
2,199
– – 0.25% 51
2018
Q4 		$428K Buy
+2,199
New +$429K 0.31% 45

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ERTS Wealth Advisors's AMGN Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Amgen (AMGN) in Q2 2025, closing a stake of 884 shares — an estimated $275K sold.

ERTS Wealth Advisors first reported a position in AMGN in Q4 2018 and held it in 26 quarters. The position peaked at $665K in Q4 2019. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 884 Amgen shares in Q2 2025, an estimated $275K.
  • ERTS Wealth Advisors first reported a position in Amgen in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Amgen position peaked at $665K in Q4 2019.
  • 2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.