Jackson Wealth Management’s Amgen AMGN Stock Holding History

Jackson 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
2025 Q2	–	Sell	-6,474	Closed	-$2.02M	–	161
2025 Q1	$2.02M	Buy	6,474 +2,150	+50%	+$635K	0.25%	74
2024 Q4	$1.13M	Sell	4,324 -1,960	-31%	-$582K	0.13%	90
2024 Q3	$2.02M	Buy	6,284 +3,000	+91%	+$981K	0.24%	74
2024 Q2	$1.03M	Buy	+3,284	New	+$965K	0.22%	72
2023 Q2	–	Sell	-3,959	Closed	-$957K	–	121
2023 Q1	$957K	Sell	3,959 -701	-15%	-$172K	0.72%	51
2022 Q4	$1.22M	Sell	4,660 -922	-17%	-$247K	0.45%	57
2022 Q3	$1.26M	Buy	5,582 +3,585	+180%	+$869K	0.25%	71
2022 Q2	$486K	Buy	+1,997	New	+$489K	0.23%	76
2021 Q3	–	Sell	-16,018	Closed	-$3.9M	–	88
2021 Q2	$3.9M	Buy	16,018 +46	+0.3%	+$11.3K	0.49%	50
2021 Q1	$3.97M	Buy	15,972 +51	+0.3%	+$12.2K	0.6%	48
2020 Q4	$3.66M	Sell	15,921 -81	-0.5%	-$18.7K	0.5%	50
2020 Q3	$4.07M	Buy	16,002 +538	+3%	+$133K	0.61%	45
2020 Q2	$3.65M	Buy	15,464 +665	+4%	+$152K	0.65%	38
2020 Q1	$3.59M	Sell	14,799 -5,557	-27%	-$1.21M	0.75%	30
2019 Q4	$4.59M	Buy	20,356 +269	+1%	+$59.3K	0.76%	39
2019 Q3	$3.99M	Buy	+20,087	New	+$3.86M	0.84%	32
2015 Q4	–	Sell	-570	Closed	-$79K	–	66
2015 Q3	$79K	Buy	+570	New	+$89.8K	0.03%	112

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return