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Leeward Financial Partners’s Amgen AMGN Stock Holding History

Leeward Financial Partners’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
-852
Closed -$222K – 87
2024
Q4 		$222K Buy
+852
New +$253K 0.08% 84
2023
Q3 		– Sell
-1,310
Closed -$291K – 78
2023
Q2 		$291K Sell
1,310
-8,691
-87% -$2.02M 0.17% 70
2023
Q1 		$2.42M Buy
10,001
+626
+7% +$154K 1.48% 28
2022
Q4 		$2.46M Sell
9,375
-266
-3% -$71.3K 1.7% 23
2022
Q3 		$2.17M Buy
9,641
+98
+1% +$23.8K 1.56% 27
2022
Q2 		$2.32M Sell
9,543
-515
-5% -$126K 1.59% 25
2022
Q1 		$2.43M Buy
10,058
+1,346
+15% +$309K 1.5% 27
2021
Q4 		$1.96M Buy
+8,712
New +$1.84M 1.23% 32

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

Leeward Financial Partners's AMGN Position: Q1 2025 in Review

Leeward Financial Partners sold out of Amgen (AMGN) in Q1 2025, closing a stake of 852 shares — an estimated $222K sold.

Leeward Financial Partners first reported a position in AMGN in Q4 2021 and held it in 8 quarters. The position peaked at $2.46M in Q4 2022. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Leeward Financial Partners reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 852 Amgen shares in Q1 2025, an estimated $222K.
  • Leeward Financial Partners first reported a position in Amgen in Q4 2021 and held it in 8 quarters.
  • Leeward Financial Partners's Amgen position peaked at $2.46M in Q4 2022.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Leeward Financial Partners's 13F filing for Q1 2025, filed 9 May 2025.