GWM
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Gray Wealth Management’s Amgen AMGN Stock Holding History

Gray 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
2024
Q4 		$324K Buy
1,242
+2
+0.2% +$593 0.12% 99
2024
Q3 		$400K Buy
1,240
+2
+0.2% +$654 0.16% 80
2024
Q2 		$387K Buy
1,238
+2
+0.2% +$588 0.17% 77
2024
Q1 		$351K Buy
1,236
+65
+6% +$19K 0.16% 85
2023
Q4 		$337K Buy
1,171
+2
+0.2% +$545 0.16% 83
2023
Q3 		$314K Sell
1,169
-37
-3% -$9.23K 0.16% 83
2023
Q2 		$268K Buy
1,206
+39
+3% +$9.05K 0.13% 98
2023
Q1 		$282K Buy
1,167
+36
+3% +$8.84K 0.15% 94
2022
Q4 		$297K Buy
1,131
+52
+5% +$13.9K 0.17% 87
2022
Q3 		$243K Buy
1,079
+2
+0.2% +$485 0.16% 91
2022
Q2 		$262K Buy
1,077
+2
+0.2% +$490 0.16% 86
2022
Q1 		$260K Buy
1,075
+3
+0.3% +$689 0.13% 97
2021
Q4 		$241K Buy
1,072
+2
+0.2% +$422 0.12% 107
2021
Q3 		$228K Buy
1,070
+17
+2% +$3.91K 0.13% 107
2021
Q2 		$257K Buy
1,053
+81
+8% +$19.9K 0.15% 93
2021
Q1 		$242K Sell
972
-30
-3% -$7.16K 0.15% 96
2020
Q4 		$229K Buy
1,002
+34
+4% +$7.84K 0.16% 93
2020
Q3 		$247K Buy
968
+2
+0.2% +$495 0.19% 80
2020
Q2 		$230K Buy
+966
New +$220K 0.2% 82

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

Gray Wealth Management's AMGN Position: Q4 2024 in Review

Gray Wealth Management increased its Amgen (AMGN) stake by 0.16% in Q4 2024, buying an estimated $593 and bringing the position to 1,242 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #99.

Gray Wealth Management first reported a position in AMGN in Q2 2020 and has held it in 19 quarters since. The position peaked at $400K in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Gray Wealth Management held 1,242 shares of Amgen worth $324K as of Q4 2024.
  • Gray Wealth Management bought 2 Amgen shares in Q4 2024, an estimated $593.
  • Amgen made up 0.12% of Gray Wealth Management's portfolio in Q4 2024, its #99 holding.
  • Gray Wealth Management first reported a position in Amgen in Q2 2020 and has held it in 19 quarters since.
  • Gray Wealth Management's Amgen position peaked at $400K in Q3 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.