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Fulcrum Equity Management’s Amgen AMGN Stock Holding History

Fulcrum Equity 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 		– Sell
-732
Closed -$204K – 96
2025
Q2 		$204K Sell
732
-61
-8% -$17.3K 0.21% 99
2025
Q1 		$247K Sell
793
-114
-13% -$33.7K 0.27% 79
2024
Q4 		$236K Sell
907
-1,081
-54% -$321K 0.23% 94
2024
Q3 		$640K Buy
1,988
+14
+0.7% +$4.58K 0.54% 56
2024
Q2 		$617K Buy
1,974
+61
+3% +$17.9K 0.55% 58
2024
Q1 		$544K Buy
1,913
+54
+3% +$15.8K 0.64% 51
2023
Q4 		$535K Sell
1,859
-142
-7% -$38.7K 0.66% 38
2023
Q3 		$538K Buy
2,001
+8
+0.4% +$2K 0.63% 44
2023
Q2 		$442K Buy
1,993
+369
+23% +$85.6K 0.51% 48
2023
Q1 		$393K Buy
1,624
+460
+40% +$113K 0.37% 59
2022
Q4 		$306K Buy
1,164
+77
+7% +$20.6K 0.25% 53
2022
Q3 		$245K Buy
+1,087
New +$263K 0.21% 55
2022
Q1 		– Sell
-1,555
Closed -$350K – 110
2021
Q4 		$350K Sell
1,555
-29
-2% -$6.12K 0.13% 111
2021
Q3 		$337K Buy
1,584
+267
+20% +$61.5K 0.13% 119
2021
Q2 		$321K Buy
1,317
+117
+10% +$28.8K 0.12% 136
2021
Q1 		$299K Sell
1,200
-28
-2% -$6.68K 0.12% 144
2020
Q4 		$282K Sell
1,228
-167
-12% -$38.5K 0.11% 134
2020
Q3 		$354K Sell
1,395
-1,187
-46% -$294K 0.16% 94
2020
Q2 		$609K Buy
2,582
+471
+22% +$107K 0.29% 63
2020
Q1 		$428K Sell
2,111
-545
-21% -$119K 0.31% 20
2019
Q4 		$640K Sell
2,656
-91
-3% -$20.1K 0.33% 42
2019
Q3 		$531K Buy
2,747
+73
+3% +$14K 0.27% 42
2019
Q2 		$525K Sell
2,674
-1,480
-36% -$265K 0.25% 41
2019
Q1 		$789K Buy
4,154
+6
+0.1% +$1.15K 0.27% 16
2018
Q4 		$807K Buy
+4,148
New +$809K 0.3% 16

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fulcrum Equity Management's AMGN Position: Q3 2025 in Review

Fulcrum Equity Management sold out of Amgen (AMGN) in Q3 2025, closing a stake of 732 shares — an estimated $204K sold.

Fulcrum Equity Management first reported a position in AMGN in Q4 2018 and held it in 25 quarters. The position peaked at $807K in Q4 2018. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Fulcrum Equity Management reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 732 Amgen shares in Q3 2025, an estimated $204K.
  • Fulcrum Equity Management first reported a position in Amgen in Q4 2018 and held it in 25 quarters.
  • Fulcrum Equity Management's Amgen position peaked at $807K in Q4 2018.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.