HGERS
AMGN icon

Householder Group Estate & Retirement Specialist’s Amgen AMGN Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$412K Sell
1,584
-1,351
-46% -$401K 0.31% 48
2024
Q3 		$945K Sell
2,935
-94
-3% -$30.7K 0.28% 80
2024
Q2 		$946K Buy
3,029
+471
+18% +$138K 0.27% 82
2024
Q1 		$727K Sell
2,558
-57
-2% -$16.7K 0.22% 94
2023
Q4 		$753K Sell
2,615
-55
-2% -$15K 0.25% 81
2023
Q3 		$718K Buy
+2,670
New +$666K 0.26% 80
2023
Q1 		$561K Buy
2,321
+82
+4% +$20.1K 0.22% 97
2022
Q4 		$588K Buy
2,239
+71
+3% +$19K 0.88% 22
2022
Q3 		$488K Buy
2,168
+14
+0.6% +$3.39K 0.2% 109
2022
Q2 		$524K Buy
2,154
+109
+5% +$26.7K 0.23% 103
2022
Q1 		$494K Sell
2,045
-27
-1% -$6.2K 0.2% 120
2021
Q4 		$466K Buy
+2,072
New +$437K 0.17% 132

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 $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AMGN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Amgen (AMGN) stake by 46% in Q4 2024, selling an estimated $401K and leaving 1,584 shares worth $412K. The position accounts for 0.31% of the portfolio, ranked #48.

Householder Group Estate & Retirement Specialist first reported a position in AMGN in Q4 2021 and has held it in 12 quarters since. The position peaked at $946K in Q2 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,584 shares of Amgen worth $412K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,351 Amgen shares in Q4 2024, an estimated $401K.
  • Amgen made up 0.31% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #48 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Amgen in Q4 2021 and has held it in 12 quarters since.
  • Householder Group Estate & Retirement Specialist's Amgen position peaked at $946K in Q2 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.