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Levy Wealth Management Group’s Amgen AMGN Stock Holding History

Levy Wealth Management 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
Q2 		$400K Buy
1,282
+14
+1% +$4.11K 0.1% 68
2024
Q1 		$365K Hold
1,268
– – 0.1% 70
2023
Q4 		$365K Buy
1,268
+7
+0.6% +$1.91K 0.1% 70
2023
Q3 		$339K Buy
1,261
+7
+0.6% +$1.75K 0.11% 74
2023
Q2 		$278K Buy
1,254
+11
+0.9% +$2.55K 0.08% 93
2023
Q1 		$300K Buy
1,243
+251
+25% +$61.6K 0.09% 84
2022
Q4 		$260K Sell
992
-26
-3% -$6.97K 0.09% 75
2022
Q3 		$229K Buy
+1,018
New +$247K 0.1% 67

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Levy Wealth Management Group's AMGN Position: Q2 2024 in Review

Levy Wealth Management Group increased its Amgen (AMGN) stake by 1.1% in Q2 2024, buying an estimated $4.11K and bringing the position to 1,282 shares worth $400K. The position accounts for 0.1% of the portfolio, ranked #68.

Levy Wealth Management Group first reported a position in AMGN in Q3 2022 and has held it in 8 quarters since. 2,789 funds tracked by Wall St. Rank hold AMGN as of Q2 2024.

  • Levy Wealth Management Group held 1,282 shares of Amgen worth $400K as of Q2 2024.
  • Levy Wealth Management Group bought 14 Amgen shares in Q2 2024, an estimated $4.11K.
  • Amgen made up 0.1% of Levy Wealth Management Group's portfolio in Q2 2024, its #68 holding.
  • Levy Wealth Management Group first reported a position in Amgen in Q3 2022 and has held it in 8 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Amgen as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.