LPIC
AMGN icon

LeJeune Puetz Investment Counsel’s Amgen AMGN Stock Holding History

LeJeune Puetz Investment Counsel’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
2023
Q1 		$3.68M Buy
15,209
+5
+0% +$1.23K 1.32% 17
2022
Q4 		$3.99M Sell
15,204
-115
-0.8% -$30.8K 1.49% 16
2022
Q3 		$3.45M Hold
15,319
– – 1.42% 14
2022
Q2 		$3.73M Buy
15,319
+895
+6% +$219K 1.45% 16
2022
Q1 		$3.49M Buy
14,424
+100
+0.7% +$23K 1.22% 22
2021
Q4 		$3.22M Buy
14,324
+440
+3% +$92.9K 1.09% 28
2021
Q3 		$2.95M Buy
13,884
+705
+5% +$162K 1.07% 28
2021
Q2 		$3.21M Sell
13,179
-100
-0.8% -$24.6K 1.19% 25
2021
Q1 		$3.3M Buy
13,279
+225
+2% +$53.7K 1.3% 22
2020
Q4 		$3M Buy
13,054
+111
+0.9% +$25.6K 1.3% 22
2020
Q3 		$3.29M Buy
12,943
+50
+0.4% +$12.4K 1.61% 16
2020
Q2 		$3.04M Sell
12,893
-250
-2% -$57K 1.59% 15
2020
Q1 		$2.66M Sell
13,143
-572
-4% -$125K 1.56% 15
2019
Q4 		$3.31M Sell
13,715
-200
-1% -$44.1K 1.55% 16
2019
Q3 		$2.69M Buy
13,915
+200
+1% +$38.4K 1.37% 20
2019
Q2 		$2.53M Buy
13,715
+75
+0.5% +$13.4K 1.31% 21
2019
Q1 		$2.59M Buy
13,640
+752
+6% +$144K 1.41% 21
2018
Q4 		$2.51M Buy
12,888
+770
+6% +$150K 1.56% 17
2018
Q3 		$2.51M Hold
12,118
– – 1.45% 16
2018
Q2 		$2.24M Sell
12,118
-175
-1% -$31K 1.38% 20
2018
Q1 		$2.1M Buy
12,293
+95
+0.8% +$17.4K 1.29% 22
2017
Q4 		$2.12M Sell
12,198
-100
-0.8% -$17.7K 1.3% 22
2017
Q3 		$2.29M Sell
12,298
-400
-3% -$70.9K 1.47% 19
2017
Q2 		$2.19M Sell
12,698
-525
-4% -$85.4K 1.48% 18
2017
Q1 		$2.17M Buy
13,223
+600
+5% +$99.7K 1.56% 17
2016
Q4 		$1.85M Buy
+12,623
New +$1.9M 1.42% 18

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LeJeune Puetz Investment Counsel's AMGN Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Amgen (AMGN) stake by 0.03% in Q1 2023, buying an estimated $1.23K and bringing the position to 15,209 shares worth $3.68M. The position accounts for 1.32% of the portfolio, ranked #17.

LeJeune Puetz Investment Counsel first reported a position in AMGN in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.99M in Q4 2022. 2,435 funds tracked by Wall St. Rank hold AMGN as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 15,209 shares of Amgen worth $3.68M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 5 Amgen shares in Q1 2023, an estimated $1.23K.
  • Amgen made up 1.32% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #17 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Amgen in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Amgen position peaked at $3.99M in Q4 2022.
  • 2,435 funds tracked by Wall St. Rank held Amgen as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.