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Lake Street Advisors Group’s Amgen AMGN Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$3.32M Buy
12,746
+5,848
+85% +$1.74M 0.15% 88
2024
Q3 		$2.22M Sell
6,898
-5,822
-46% -$1.9M 0.1% 115
2024
Q2 		$3.97M Sell
12,720
-35
-0.3% -$10.3K 0.19% 72
2024
Q1 		$3.63M Buy
12,755
+13
+0.1% +$3.8K 0.17% 86
2023
Q4 		$3.67M Buy
12,742
+222
+2% +$60.5K 0.18% 82
2023
Q3 		$3.37M Buy
12,520
+58
+0.5% +$14.5K 0.2% 82
2023
Q2 		$2.77M Sell
12,462
-63
-0.5% -$14.6K 0.15% 93
2023
Q1 		$3.03M Sell
12,525
-1
-0% -$245 0.19% 78
2022
Q4 		$3.29M Sell
12,526
-397
-3% -$106K 0.22% 75
2022
Q3 		$2.91M Buy
+12,923
New +$3.13M 0.21% 72
2021
Q4 		– Sell
-10,659
Closed -$2.27M – 286
2021
Q3 		$2.27M Buy
10,659
+6,429
+152% +$1.48M 0.24% 68
2021
Q2 		$965K Sell
4,230
-34
-0.8% -$8.36K 0.07% 113
2021
Q1 		$1.06M Buy
4,264
+24
+0.6% +$5.73K 0.09% 96
2020
Q4 		$975K Buy
4,240
+6
+0.1% +$1.38K 0.08% 104
2020
Q3 		$1.08M Buy
4,234
+248
+6% +$61.4K 0.1% 86
2020
Q2 		$940K Buy
3,986
+268
+7% +$61.1K 0.1% 86
2020
Q1 		$754K Buy
3,718
+625
+20% +$137K 0.09% 84
2019
Q4 		$746K Sell
3,093
-37
-1% -$8.16K 0.07% 83
2019
Q3 		$461K Buy
3,130
+439
+16% +$84.3K 0.05% 102
2019
Q2 		$496K Sell
2,691
-674
-20% -$121K 0.05% 102
2019
Q1 		$639K Sell
3,365
-623
-16% -$119K 0.07% 85
2018
Q4 		$776K Buy
3,988
+1,122
+39% +$219K 0.09% 65
2018
Q3 		$594K Sell
2,866
-1,295
-31% -$255K 0.07% 78
2018
Q2 		$768K Sell
4,161
-287
-6% -$50.8K 0.08% 107
2018
Q1 		$758K Buy
+4,448
New +$816K 0.09% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's AMGN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Amgen (AMGN) stake by 85% in Q4 2024, buying an estimated $1.74M and bringing the position to 12,746 shares worth $3.32M. The position accounts for 0.15% of the portfolio, ranked #88.

Lake Street Advisors Group first reported a position in AMGN in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.97M in Q2 2024. 2,856 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Lake Street Advisors Group held 12,746 shares of Amgen worth $3.32M as of Q4 2024.
  • Lake Street Advisors Group bought 5,848 Amgen shares in Q4 2024, an estimated $1.74M.
  • Amgen made up 0.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #88 holding.
  • Lake Street Advisors Group first reported a position in Amgen in Q1 2018 and has held it in 25 quarters since.
  • Lake Street Advisors Group's Amgen position peaked at $3.97M in Q2 2024.
  • 2,856 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.