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Litman Gregory Wealth Management’s Amgen AMGN Stock Holding History

Litman Gregory Wealth 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 		$77.2K Buy
+236
New +$74.9K 0.01% 199
2020
Q4 		– Sell
-13
Closed -$3K – 193
2020
Q3 		$3K Buy
+13
New +$3.22K ﹤0.01% 188

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Litman Gregory Wealth Management's AMGN Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Amgen (AMGN) in Q4 2025: 236 shares worth $77.2K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in AMGN as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in AMGN in Q3 2020 and has held it in 2 quarters since. 3,096 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Litman Gregory Wealth Management held 236 shares of Amgen worth $77.2K as of Q4 2025.
  • Amgen was a new Litman Gregory Wealth Management position in Q4 2025.
  • Amgen made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #199 holding.
  • Litman Gregory Wealth Management first reported a position in Amgen in Q3 2020 and has held it in 2 quarters since.
  • 3,096 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.