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Forefront Wealth Management’s Amgen AMGN Stock Holding History

Forefront 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
Q4 		$1.27M Sell
3,869
-83
-2% -$26.3K 0.91% 33
2025
Q3 		$1.12M Sell
3,952
-144
-4% -$41.8K 0.82% 35
2025
Q2 		$1.14M Sell
4,096
-30
-0.7% -$8.5K 0.92% 33
2025
Q1 		$1.29M Buy
4,126
+130
+3% +$38.4K 1.19% 30
2024
Q4 		$1.04M Buy
+3,996
New +$1.19M 0.96% 28

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Forefront Wealth Management's AMGN Position: Q4 2025 in Review

Forefront Wealth Management reduced its Amgen (AMGN) stake by 2.1% in Q4 2025, selling an estimated $26.3K and leaving 3,869 shares worth $1.27M. The position accounts for 0.91% of the portfolio, ranked #33.

Forefront Wealth Management first reported a position in AMGN in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2025. 3,093 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Forefront Wealth Management held 3,869 shares of Amgen worth $1.27M as of Q4 2025.
  • Forefront Wealth Management sold 83 Amgen shares in Q4 2025, an estimated $26.3K.
  • Amgen made up 0.91% of Forefront Wealth Management's portfolio in Q4 2025, its #33 holding.
  • Forefront Wealth Management first reported a position in Amgen in Q4 2024 and has held it in 5 quarters since.
  • Forefront Wealth Management's Amgen position peaked at $1.29M in Q1 2025.
  • 3,093 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.