L.M. Kohn & Company’s Amgen AMGN Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-2,124	Closed	-$593K	–	129
2025 Q2	$593K	Sell	2,124 -100	-4%	-$28.3K	0.16%	121
2025 Q1	$693K	Sell	2,224 -5	-0.2%	-$1.48K	0.18%	118
2024 Q4	$581K	Buy	2,229 +55	+3%	+$16.3K	0.15%	127
2024 Q3	$701K	Hold	2,174	–	–	0.18%	118
2024 Q2	$679K	Sell	2,174 -10	-0.5%	-$2.94K	0.18%	114
2024 Q1	$621K	Buy	2,184 +56	+3%	+$16.4K	0.17%	124
2023 Q4	$613K	Buy	2,128 +100	+5%	+$27.2K	0.2%	107
2023 Q3	$545K	Hold	2,028	–	–	0.2%	113
2023 Q2	$450K	Sell	2,028 -1	-0%	-$232	0.17%	130
2023 Q1	$490K	Buy	2,029 +1	+0%	+$245	0.2%	115
2022 Q4	$533K	Buy	2,028 +270	+15%	+$72.4K	0.25%	98
2022 Q3	$397K	Sell	1,758 -1	-0.1%	-$242	0.19%	130
2022 Q2	$428K	Buy	1,759 +10	+0.6%	+$2.45K	0.2%	131
2022 Q1	$423K	Buy	+1,749	New	+$402K	0.16%	150

Other funds holding AMGN

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

BlackRock New York $5.72T 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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