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J.W. Coons Advisors’s Amgen AMGN Stock Holding History

J.W. Coons 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
2025
Q2 		$1.82M Sell
6,508
-12
-0.2% -$3.4K 0.41% 63
2025
Q1 		$2.03M Sell
6,520
-299
-4% -$88.3K 0.54% 50
2024
Q4 		$1.78M Sell
6,819
-230
-3% -$68.2K 0.46% 55
2024
Q3 		$2.27M Sell
7,049
-145
-2% -$47.4K 0.57% 47
2024
Q2 		$2.25M Buy
7,194
+840
+13% +$247K 0.54% 45
2024
Q1 		$1.81M Sell
6,354
-265
-4% -$77.5K 0.41% 54
2023
Q4 		$1.91M Sell
6,619
-5
-0.1% -$1.36K 0.52% 47
2023
Q3 		$1.78M Sell
6,624
-420
-6% -$105K 0.51% 49
2023
Q2 		$1.56M Sell
7,044
-476
-6% -$110K 0.43% 55
2023
Q1 		$1.82M Buy
7,520
+465
+7% +$114K 0.52% 51
2022
Q4 		$1.85M Buy
7,055
+411
+6% +$110K 0.55% 50
2022
Q3 		$1.5M Sell
6,644
-52
-0.8% -$12.6K 0.57% 53
2022
Q2 		$1.62M Buy
6,696
+416
+7% +$102K 0.57% 50
2022
Q1 		$1.51M Sell
6,280
-9
-0.1% -$2.07K 0.45% 59
2021
Q4 		$1.41M Sell
6,289
-54
-0.9% -$11.4K 0.43% 66
2021
Q3 		$1.35M Sell
6,343
-119
-2% -$27.4K 0.46% 64
2021
Q2 		$1.57M Sell
6,462
-304
-4% -$74.8K 0.56% 54
2021
Q1 		$1.68M Buy
6,766
+396
+6% +$94.5K 0.6% 46
2020
Q4 		$1.46M Sell
6,370
-94
-1% -$21.7K 0.56% 51
2020
Q3 		$1.64M Sell
6,464
-425
-6% -$105K 0.68% 41
2020
Q2 		$1.63M Buy
6,889
+437
+7% +$99.7K 0.72% 39
2020
Q1 		$1.3M Buy
+6,452
New +$1.41M 0.68% 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

J.W. Coons Advisors's AMGN Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Amgen (AMGN) stake by 0.18% in Q2 2025, selling an estimated $3.4K and leaving 6,508 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #63.

J.W. Coons Advisors first reported a position in AMGN in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.27M in Q3 2024. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • J.W. Coons Advisors held 6,508 shares of Amgen worth $1.82M as of Q2 2025.
  • J.W. Coons Advisors sold 12 Amgen shares in Q2 2025, an estimated $3.4K.
  • Amgen made up 0.41% of J.W. Coons Advisors's portfolio in Q2 2025, its #63 holding.
  • J.W. Coons Advisors first reported a position in Amgen in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Amgen position peaked at $2.27M in Q3 2024.
  • 2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.