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Legend Financial Advisors’s Amgen AMGN Stock Holding History

Legend Financial Advisors’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
-287
Closed -$80K – 41
2025
Q2 		$80K Buy
+287
New +$81.3K 0.05% 46
2025
Q1 		– Sell
-381
Closed -$99.3K – 43
2024
Q4 		$99.3K Hold
381
– – 0.07% 41
2024
Q3 		$123K Sell
381
-94
-20% -$30.7K 0.08% 40
2024
Q2 		$148K Sell
475
-9
-2% -$2.64K 0.11% 45
2024
Q1 		$138K Buy
484
+33
+7% +$9.66K 0.1% 42
2023
Q4 		$130K Buy
451
+18
+4% +$4.9K 0.1% 41
2023
Q3 		$116K Sell
433
-72
-14% -$18K 0.1% 49
2023
Q2 		$112K Buy
505
+24
+5% +$5.57K 0.09% 49
2023
Q1 		$116K Sell
481
-25
-5% -$6.14K 0.1% 45
2022
Q4 		$133K Buy
506
+72
+17% +$19.3K 0.12% 47
2022
Q3 		$97.6K Buy
+434
New +$105K 0.09% 46

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

Legend Financial Advisors's AMGN Position: Q3 2025 in Review

Legend Financial Advisors sold out of Amgen (AMGN) in Q3 2025, closing a stake of 287 shares — an estimated $80K sold.

Legend Financial Advisors first reported a position in AMGN in Q3 2022 and held it in 11 quarters. The position peaked at $148K in Q2 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Legend Financial Advisors reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 287 Amgen shares in Q3 2025, an estimated $80K.
  • Legend Financial Advisors first reported a position in Amgen in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Amgen position peaked at $148K in Q2 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.