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Evelyn Partners Investment Management Services’s Amgen AMGN Stock Holding History

Evelyn Partners Investment Management Services’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
Q4 		– Sell
-450
Closed -$127K – 265
2025
Q3 		$127K Buy
+450
New +$131K 0.02% 142

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Evelyn Partners Investment Management Services's AMGN Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Amgen (AMGN) in Q4 2025, closing a stake of 450 shares — an estimated $127K sold.

Evelyn Partners Investment Management Services first reported a position in AMGN in Q3 2025 and held it in 1 quarter. The position peaked at $127K in Q3 2025. 3,091 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 450 Amgen shares in Q4 2025, an estimated $127K.
  • Evelyn Partners Investment Management Services first reported a position in Amgen in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Amgen position peaked at $127K in Q3 2025.
  • 3,091 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.