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LGT Financial Advisors’s Amgen AMGN Stock Holding History

LGT 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
-8
Closed -$2.23K – 396
2025
Q2 		$2.23K Buy
+8
New +$2.27K 0.01% 353
2024
Q2 		– Sell
-2,000
Closed -$569K – 781
2024
Q1 		$569K Hold
2,000
– – 0.66% 28
2023
Q4 		$576K Sell
2,000
-9
-0.4% -$2.45K 0.7% 25
2023
Q3 		$540K Sell
2,009
-236
-11% -$58.9K 0.69% 26
2023
Q2 		$498K Hold
2,245
– – 0.53% 51
2023
Q1 		$543K Buy
2,245
+236
+12% +$57.9K 1.01% 18
2022
Q4 		$528K Buy
+2,009
New +$539K 0.62% 29

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

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

LGT Financial Advisors sold out of Amgen (AMGN) in Q3 2025, closing a stake of 8 shares — an estimated $2.23K sold.

LGT Financial Advisors first reported a position in AMGN in Q4 2022 and held it in 7 quarters. The position peaked at $576K in Q4 2023. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • LGT Financial Advisors reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 Amgen shares in Q3 2025, an estimated $2.23K.
  • LGT Financial Advisors first reported a position in Amgen in Q4 2022 and held it in 7 quarters.
  • LGT Financial Advisors's Amgen position peaked at $576K in Q4 2023.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.