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Geller Advisors’s Amgen AMGN Stock Holding History

Geller 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
2024
Q4 		$482K Sell
1,850
-1
-0.1% -$297 0.03% 140
2024
Q3 		$596K Buy
1,851
+13
+0.7% +$4.25K 0.04% 115
2024
Q2 		$574K Sell
1,838
-802
-30% -$236K 0.04% 123
2024
Q1 		$751K Buy
2,640
+45
+2% +$13.2K 0.06% 95
2023
Q4 		$747K Sell
2,595
-14
-0.5% -$3.81K 0.07% 86
2023
Q3 		$701K Buy
2,609
+219
+9% +$54.7K 0.08% 73
2023
Q2 		$531K Buy
2,390
+750
+46% +$174K 0.07% 107
2023
Q1 		$396K Sell
1,640
-335
-17% -$82.2K 0.06% 94
2022
Q4 		$519K Buy
1,975
+180
+10% +$48.3K 0.09% 52
2022
Q3 		$405K Buy
1,795
+272
+18% +$65.9K 0.09% 60
2022
Q2 		$371K Sell
1,523
-42
-3% -$10.3K 0.08% 69
2022
Q1 		$378K Buy
1,565
+364
+30% +$83.6K 0.07% 81
2021
Q4 		$270K Sell
1,201
-75
-6% -$15.8K 0.05% 126
2021
Q3 		$271K Sell
1,276
-397
-24% -$91.4K 0.06% 115
2021
Q2 		$408K Sell
1,673
-3
-0.2% -$738 0.09% 63
2021
Q1 		$417K Buy
1,676
+395
+31% +$94.3K 0.1% 57
2020
Q4 		$344K Hold
1,281
– – 0.09% 67
2020
Q3 		$326K Buy
1,281
+16
+1% +$3.96K 0.09% 52
2020
Q2 		$298K Buy
+1,265
New +$289K 0.09% 56
2019
Q4 		– Sell
-1,298
Closed -$251K – 63
2019
Q3 		$251K Buy
+1,298
New +$249K 0.09% 50
2016
Q4 		– Sell
-1,900
Closed -$317K – 23
2016
Q3 		$317K Hold
1,900
– – 0.18% 20
2016
Q2 		$289K Hold
1,900
– – 0.17% 19
2016
Q1 		$285K Sell
1,900
-754
-28% -$112K 0.17% 20
2015
Q4 		$431K Buy
2,654
+754
+40% +$119K 0.26% 18
2015
Q3 		$263K Hold
1,900
– – 0.17% 22
2015
Q2 		$292K Hold
1,900
– – 0.17% 24
2015
Q1 		$304K Hold
1,900
– – 0.18% 26
2014
Q4 		$303K Buy
+1,900
New +$296K 0.18% 26

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

Geller Advisors's AMGN Position: Q4 2024 in Review

Geller Advisors reduced its Amgen (AMGN) stake by 0.05% in Q4 2024, selling an estimated $297 and leaving 1,850 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #140.

Geller Advisors first reported a position in AMGN in Q4 2014 and has held it in 28 quarters since. The position peaked at $751K in Q1 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Geller Advisors held 1,850 shares of Amgen worth $482K as of Q4 2024.
  • Geller Advisors sold 1 Amgen share in Q4 2024, an estimated $297.
  • Amgen made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #140 holding.
  • Geller Advisors first reported a position in Amgen in Q4 2014 and has held it in 28 quarters since.
  • Geller Advisors's Amgen position peaked at $751K in Q1 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.