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Lion Street Advisors’s Amgen AMGN Stock Holding History

Lion Street 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 		$752K Buy
3,631
+858
+31% +$249K 0.26% 79
2025
Q2 		$774K Buy
2,773
+36
+1% +$10.2K 0.23% 94
2025
Q1 		$853K Buy
2,737
+11
+0.4% +$3.25K 0.27% 79
2024
Q4 		$711K Buy
2,726
+450
+20% +$134K 0.23% 96
2024
Q3 		$733K Sell
2,276
-16
-0.7% -$5.23K 0.26% 86
2024
Q2 		$716K Sell
2,292
-32
-1% -$9.4K 0.27% 81
2024
Q1 		$669K Hold
2,324
– – 0.27% 83
2023
Q4 		$669K Sell
2,324
-2,535
-52% -$691K 0.27% 82
2023
Q3 		$1.31M Buy
4,859
+1,211
+33% +$302K 0.43% 43
2023
Q2 		$755K Sell
3,648
-1,234
-25% -$286K 0.25% 78
2023
Q1 		$1.18M Buy
4,882
+1,757
+56% +$431K 0.37% 45
2022
Q4 		$647K Sell
3,125
-1,561
-33% -$418K 0.34% 44
2022
Q3 		$1.06M Buy
4,686
+1,561
+50% +$378K 0.53% 16
2022
Q2 		$643K Sell
3,125
-92
-3% -$22.5K 0.34% 44
2022
Q1 		$775K Sell
3,217
-15
-0.5% -$3.45K 0.4% 34
2021
Q4 		$723K Buy
3,232
+107
+3% +$22.6K 0.35% 41
2021
Q3 		$665K Buy
+3,125
New +$719K 0.36% 44
2020
Q2 		– Sell
-111
Closed -$23K – 49
2020
Q1 		$23K Buy
+111
New +$24.2K 0.13% 87

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lion Street Advisors's AMGN Position: Q3 2025 in Review

Lion Street Advisors increased its Amgen (AMGN) stake by 31% in Q3 2025, buying an estimated $249K and bringing the position to 3,631 shares worth $752K. The position accounts for 0.26% of the portfolio, ranked #79.

Lion Street Advisors first reported a position in AMGN in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.31M in Q3 2023. 2,826 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Lion Street Advisors held 3,631 shares of Amgen worth $752K as of Q3 2025.
  • Lion Street Advisors bought 858 Amgen shares in Q3 2025, an estimated $249K.
  • Amgen made up 0.26% of Lion Street Advisors's portfolio in Q3 2025, its #79 holding.
  • Lion Street Advisors first reported a position in Amgen in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's Amgen position peaked at $1.31M in Q3 2023.
  • 2,826 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.