Grassi Investment Management’s Amgen AMGN Stock Holding History

Grassi Investment 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 Q2	$726K	Hold	2,600	–	–	0.06%	80
2025 Q1	$810K	Sell	2,600 -2,000	-43%	-$591K	0.07%	79
2024 Q4	$1.2M	Buy	4,600 +200	+5%	+$59.3K	0.1%	70
2024 Q3	$1.42M	Sell	4,400 -3,630	-45%	-$1.19M	0.12%	63
2024 Q2	$2.51M	Hold	8,030	–	–	0.22%	59
2024 Q1	$2.28M	Buy	+8,030	New	+$2.35M	0.21%	60
2019 Q1	–	Sell	-38,050	Closed	-$7.41M	–	140
2018 Q4	$7.41M	Buy	38,050 +37,025	+3,612%	+$7.22M	1.27%	34
2018 Q3	$212K	Buy	+1,025	New	+$202K	0.03%	114

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Grassi Investment Management's AMGN Position: Q2 2025 in Review

Grassi Investment Management held its Amgen (AMGN) position steady in Q2 2025 at 2,600 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #80.

Grassi Investment Management first reported a position in AMGN in Q3 2018 and has held it in 8 quarters since. The position peaked at $7.41M in Q4 2018. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

Grassi Investment Management held 2,600 shares of Amgen worth $726K as of Q2 2025.
Grassi Investment Management left its Amgen share count unchanged in Q2 2025.
Amgen made up 0.06% of Grassi Investment Management's portfolio in Q2 2025, its #80 holding.
Grassi Investment Management first reported a position in Amgen in Q3 2018 and has held it in 8 quarters since.
Grassi Investment Management's Amgen position peaked at $7.41M in Q4 2018.
2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.