FFA
AMGN icon

Fi3 Financial Advisors’s Amgen AMGN Stock Holding History

Fi3 Financial 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
-677
Closed -$211K – 169
2025
Q1 		$211K Buy
+677
New +$200K 0.09% 122
2024
Q4 		– Sell
-677
Closed -$218K – 124
2024
Q3 		$218K Sell
677
-13
-2% -$4.25K 0.09% 97
2024
Q2 		$216K Buy
690
+31
+5% +$9.11K 0.09% 77
2024
Q1 		$205K Buy
+659
New +$193K 0.09% 81

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

Fi3 Financial Advisors's AMGN Position: Q2 2025 in Review

Fi3 Financial Advisors sold out of Amgen (AMGN) in Q2 2025, closing a stake of 677 shares — an estimated $211K sold.

Fi3 Financial Advisors first reported a position in AMGN in Q1 2024 and held it in 4 quarters. The position peaked at $218K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Fi3 Financial Advisors reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 677 Amgen shares in Q2 2025, an estimated $211K.
  • Fi3 Financial Advisors first reported a position in Amgen in Q1 2024 and held it in 4 quarters.
  • Fi3 Financial Advisors's Amgen position peaked at $218K in Q3 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Fi3 Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.