Fortress Wealth Management’s Amgen AMGN Stock Holding History

Fortress 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 Q3	$370K	Buy	1,312 +1	+0.1%	+$290	0.16%	58
2025 Q2	$366K	Hold	1,311	–	–	0.18%	56
2025 Q1	$409K	Hold	1,311	–	–	0.21%	53
2024 Q4	$342K	Buy	1,311 +1	+0.1%	+$297	0.17%	56
2024 Q3	$422K	Sell	1,310 -10	-0.8%	-$3.27K	0.21%	51
2024 Q2	$412K	Buy	1,320 +14	+1%	+$4.11K	0.21%	52
2024 Q1	$371K	Hold	1,306	–	–	0.19%	54
2023 Q4	$376K	Hold	1,306	–	–	0.21%	55
2023 Q3	$351K	Buy	1,306 +9	+0.7%	+$2.25K	0.23%	51
2023 Q2	$288K	Hold	1,297	–	–	0.19%	54
2023 Q1	$314K	Hold	1,297	–	–	0.22%	52
2022 Q4	$341K	Hold	1,297	–	–	0.28%	48
2022 Q3	$292K	Buy	1,297 +430	+50%	+$104K	0.3%	44
2022 Q2	$211K	Sell	867 -47	-5%	-$11.5K	0.2%	49
2022 Q1	$221K	Hold	914	–	–	0.17%	54
2021 Q4	$206K	Buy	+914	New	+$193K	0.16%	52

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortress Wealth Management's AMGN Position: Q3 2025 in Review

Fortress Wealth Management increased its Amgen (AMGN) stake by 0.08% in Q3 2025, buying an estimated $290 and bringing the position to 1,312 shares worth $370K. The position accounts for 0.16% of the portfolio, ranked #58.

Fortress Wealth Management first reported a position in AMGN in Q4 2021 and has held it in 16 quarters since. The position peaked at $422K in Q3 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

Fortress Wealth Management held 1,312 shares of Amgen worth $370K as of Q3 2025.
Fortress Wealth Management bought 1 Amgen share in Q3 2025, an estimated $290.
Amgen made up 0.16% of Fortress Wealth Management's portfolio in Q3 2025, its #58 holding.
Fortress Wealth Management first reported a position in Amgen in Q4 2021 and has held it in 16 quarters since.
Fortress Wealth Management's Amgen position peaked at $422K in Q3 2024.
2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.