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Laidlaw Wealth Management’s Amgen AMGN Stock Holding History

Laidlaw 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
Q1 		– Sell
-2,288
Closed -$596K – 62
2024
Q4 		$596K Buy
2,288
+10
+0.4% +$2.97K 0.26% 96
2024
Q3 		$734K Sell
2,278
-130
-5% -$42.5K 0.36% 77
2024
Q2 		$752K Buy
2,408
+364
+18% +$107K 0.41% 65
2024
Q1 		$581K Sell
2,044
-3,911
-66% -$1.14M 0.32% 95
2023
Q4 		$1.72M Sell
5,955
-198
-3% -$53.9K 0.62% 39
2023
Q3 		$1.65M Sell
6,153
-391
-6% -$97.6K 0.55% 52
2023
Q2 		$1.45M Sell
6,544
-759
-10% -$176K 0.28% 90
2023
Q1 		$1.77M Sell
7,303
-2,791
-28% -$685K 0.36% 74
2022
Q4 		$2.65M Buy
10,094
+2,906
+40% +$779K 0.57% 44
2022
Q3 		$1.62M Sell
7,188
-458
-6% -$111K 0.38% 75
2022
Q2 		$1.86M Sell
7,646
-68
-0.9% -$16.7K 0.38% 78
2022
Q1 		$1.86M Sell
7,714
-482
-6% -$111K 0.31% 87
2021
Q4 		$1.84M Buy
+8,196
New +$1.73M 0.29% 91
2021
Q3 		– Sell
-8,963
Closed -$2.19M – 253
2021
Q2 		$2.19M Buy
+8,963
New +$2.2M 0.56% 47
2021
Q1 		– Sell
-10,143
Closed -$2.33M – 224
2020
Q4 		$2.33M Buy
10,143
+2,529
+33% +$583K 0.49% 58
2020
Q3 		$1.94M Sell
7,614
-65
-0.8% -$16.1K 0.86% 28
2020
Q2 		$1.81M Sell
7,679
-144
-2% -$32.9K 0.95% 28
2020
Q1 		$1.59M Sell
7,823
-429
-5% -$93.7K 1.04% 26
2019
Q4 		$1.99M Buy
+8,252
New +$1.82M 1.26% 11

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laidlaw Wealth Management's AMGN Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Amgen (AMGN) in Q1 2025, closing a stake of 2,288 shares — an estimated $596K sold.

Laidlaw Wealth Management first reported a position in AMGN in Q4 2019 and held it in 19 quarters. The position peaked at $2.65M in Q4 2022. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,288 Amgen shares in Q1 2025, an estimated $596K.
  • Laidlaw Wealth Management first reported a position in Amgen in Q4 2019 and held it in 19 quarters.
  • Laidlaw Wealth Management's Amgen position peaked at $2.65M in Q4 2022.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.