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Liberty One Investment Management’s Amgen AMGN Stock Holding History

Liberty One Investment Management’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
Q4 		– Sell
-18,029
Closed -$5.09M – 146
2025
Q3 		$5.09M Buy
18,029
+1,305
+8% +$378K 0.29% 65
2025
Q2 		$4.67M Buy
16,724
+563
+3% +$159K 0.47% 65
2025
Q1 		$5.03M Buy
16,161
+1,266
+8% +$374K 0.51% 48
2024
Q4 		$3.88M Buy
14,895
+1,264
+9% +$375K 0.42% 64
2024
Q3 		$4.39M Buy
13,631
+616
+5% +$201K 0.45% 56
2024
Q2 		$4.07M Buy
13,015
+828
+7% +$243K 0.46% 47
2024
Q1 		$3.46M Buy
12,187
+712
+6% +$208K 0.39% 55
2023
Q4 		$3.3M Buy
11,475
+534
+5% +$145K 0.41% 48
2023
Q3 		$2.94M Buy
10,941
+557
+5% +$139K 0.43% 41
2023
Q2 		$2.31M Buy
10,384
+556
+6% +$129K 0.3% 69
2023
Q1 		$2.38M Buy
9,828
+853
+10% +$209K 0.32% 60
2022
Q4 		$2.36M Sell
8,975
-54
-0.6% -$14.5K 0.34% 49
2022
Q3 		$2.04M Buy
9,029
+2,422
+37% +$587K 0.33% 48
2022
Q2 		$1.61M Sell
6,607
-2,063
-24% -$506K 0.27% 63
2022
Q1 		$2.1M Buy
8,670
+722
+9% +$166K 0.32% 57
2021
Q4 		$1.79M Buy
7,948
+950
+14% +$201K 0.27% 69
2021
Q3 		$1.49M Buy
6,998
+391
+6% +$90K 0.25% 71
2021
Q2 		$1.61M Buy
6,607
+388
+6% +$95.5K 0.27% 63
2021
Q1 		$1.55M Buy
6,219
+309
+5% +$73.7K 0.28% 61
2020
Q4 		$1.36M Buy
5,910
+277
+5% +$63.9K 0.26% 61
2020
Q3 		$1.43M Sell
5,633
-80
-1% -$19.8K 0.29% 46
2020
Q2 		$1.35M Buy
5,713
+32
+0.6% +$7.3K 0.3% 43
2020
Q1 		$1.15M Buy
5,681
+8
+0.1% +$1.75K 0.3% 43
2019
Q4 		$1.37M Buy
+5,673
New +$1.25M 0.3% 43

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Liberty One Investment Management's AMGN Position: Q4 2025 in Review

Liberty One Investment Management sold out of Amgen (AMGN) in Q4 2025, closing a stake of 18,029 shares — an estimated $5.09M sold.

Liberty One Investment Management first reported a position in AMGN in Q4 2019 and held it in 24 quarters. The position peaked at $5.09M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Liberty One Investment Management reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 18,029 Amgen shares in Q4 2025, an estimated $5.09M.
  • Liberty One Investment Management first reported a position in Amgen in Q4 2019 and held it in 24 quarters.
  • Liberty One Investment Management's Amgen position peaked at $5.09M in Q3 2025.
  • 3,086 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Liberty One Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.