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Insight Wealth Strategies’s Amgen AMGN Stock Holding History

Insight Wealth Strategies’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 		– Sell
-14,841
Closed -$4.62M – 172
2025
Q1 		$4.62M Buy
14,841
+245
+2% +$72.3K 0.62% 38
2024
Q4 		$3.8M Buy
14,596
+1,863
+15% +$553K 0.51% 64
2024
Q3 		$4.1M Buy
12,733
+346
+3% +$113K 0.54% 49
2024
Q2 		$3.87M Buy
+12,387
New +$3.64M 0.55% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight Wealth Strategies's AMGN Position: Q2 2025 in Review

Insight Wealth Strategies sold out of Amgen (AMGN) in Q2 2025, closing a stake of 14,841 shares — an estimated $4.62M sold.

Insight Wealth Strategies first reported a position in AMGN in Q2 2024 and held it in 4 quarters. The position peaked at $4.62M in Q1 2025. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Insight Wealth Strategies reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 14,841 Amgen shares in Q2 2025, an estimated $4.62M.
  • Insight Wealth Strategies first reported a position in Amgen in Q2 2024 and held it in 4 quarters.
  • Insight Wealth Strategies's Amgen position peaked at $4.62M in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.