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Live Oak Investment Partners’s Amgen AMGN Stock Holding History

Live Oak Investment Partners’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
-753
Closed -$212K – 85
2025
Q3 		$212K Buy
+753
New +$218K 0.14% 79
2025
Q2 		– Sell
-691
Closed -$215K – 82
2025
Q1 		$215K Buy
+691
New +$204K 0.17% 83
2024
Q4 		– Hold
0
– – – 86
2024
Q3 		– Hold
0
– – – 77
2024
Q2 		– Hold
0
– – – 75
2023
Q4 		– Hold
0
– – – 79
2023
Q3 		– Hold
0
– – – 84
2023
Q2 		– Hold
0
– – – 87
2023
Q1 		– Hold
0
– – – 83
2022
Q4 		– Hold
0
– – – 81

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

Live Oak Investment Partners's AMGN Position: Q4 2025 in Review

Live Oak Investment Partners sold out of Amgen (AMGN) in Q4 2025, closing a stake of 753 shares — an estimated $212K sold.

Live Oak Investment Partners first reported a position in AMGN in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2025. 3,096 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Live Oak Investment Partners reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 753 Amgen shares in Q4 2025, an estimated $212K.
  • Live Oak Investment Partners first reported a position in Amgen in Q1 2025 and held it in 2 quarters.
  • Live Oak Investment Partners's Amgen position peaked at $215K in Q1 2025.
  • 3,096 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Live Oak Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.