JWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Wealth Management's AMGN Position: Q2 2025 in Review

Jackson Wealth Management sold out of Amgen (AMGN) in Q2 2025, closing a stake of 6,474 shares — an estimated $2.02M sold.

Jackson Wealth Management first reported a position in AMGN in Q3 2015 and held it in 17 quarters. The position peaked at $4.59M in Q4 2019. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Jackson Wealth Management reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 6,474 Amgen shares in Q2 2025, an estimated $2.02M.
  • Jackson Wealth Management first reported a position in Amgen in Q3 2015 and held it in 17 quarters.
  • Jackson Wealth Management's Amgen position peaked at $4.59M in Q4 2019.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.