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Executive Wealth Management’s Amgen AMGN Stock Holding History

Executive 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
2024
Q4 		$7.56M Buy
29,005
+4,549
+19% +$1.35M 0.59% 58
2024
Q3 		$7.88M Buy
+24,456
New +$8M 0.62% 52
2024
Q2 		– Sell
-25,605
Closed -$7.25M – 127
2024
Q1 		$7.25M Sell
25,605
-5,070
-17% -$1.48M 0.64% 54
2023
Q4 		$8.84M Buy
30,675
+442
+1% +$120K 0.83% 40
2023
Q3 		$8.13M Buy
30,233
+726
+2% +$181K 0.84% 38
2023
Q2 		$6.55M Buy
29,507
+4,282
+17% +$994K 0.68% 52
2023
Q1 		$6.1M Sell
25,225
-5,153
-17% -$1.26M 0.68% 47
2022
Q4 		$7.98M Buy
30,378
+24,674
+433% +$6.61M 0.98% 29
2022
Q3 		$5.7K Sell
5,704
-19,586
-77% -$4.75M 0.79% 40
2022
Q2 		$6.15M Sell
25,290
-8,785
-26% -$2.15M 0.83% 38
2022
Q1 		$8.24M Buy
34,075
+3,948
+13% +$907K 0.89% 29
2021
Q4 		$6.78M Buy
30,127
+1,387
+5% +$293K 0.67% 50
2021
Q3 		$6.11M Buy
28,740
+279
+1% +$64.2K 0.67% 52
2021
Q2 		$6.94M Buy
28,461
+24,125
+556% +$5.93M 0.76% 35
2021
Q1 		$1.08M Buy
4,336
+1,392
+47% +$332K 0.13% 110
2020
Q4 		$677K Buy
2,944
+449
+18% +$104K 0.08% 114
2020
Q3 		$634K Buy
2,495
+257
+11% +$63.7K 0.09% 105
2020
Q2 		$527K Sell
2,238
-1,419
-39% -$324K 0.08% 98
2020
Q1 		$741K Sell
3,657
-1,765
-33% -$386K 0.13% 84
2019
Q4 		$1.31M Buy
+5,422
New +$1.2M 0.18% 81
2019
Q3 		– Sell
-6,815
Closed -$1.26M – 161
2019
Q2 		$1.26M Buy
6,815
+754
+12% +$135K 0.18% 91
2019
Q1 		$1.15M Sell
6,061
-693
-10% -$132K 0.21% 85
2018
Q4 		$1.31M Buy
+6,754
New +$1.32M 0.23% 62

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's AMGN Position: Q4 2024 in Review

Executive Wealth Management increased its Amgen (AMGN) stake by 19% in Q4 2024, buying an estimated $1.35M and bringing the position to 29,005 shares worth $7.56M. The position accounts for 0.59% of the portfolio, ranked #58.

Executive Wealth Management first reported a position in AMGN in Q4 2018 and has held it in 23 quarters since. The position peaked at $8.84M in Q4 2023. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Executive Wealth Management held 29,005 shares of Amgen worth $7.56M as of Q4 2024.
  • Executive Wealth Management bought 4,549 Amgen shares in Q4 2024, an estimated $1.35M.
  • Amgen made up 0.59% of Executive Wealth Management's portfolio in Q4 2024, its #58 holding.
  • Executive Wealth Management first reported a position in Amgen in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Amgen position peaked at $8.84M in Q4 2023.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.