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Livelsberger Financial Advisory’s Amgen AMGN Stock Holding History

Livelsberger Financial Advisory’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
-175
Closed -$48.8K – 11
2025
Q2 		$48.8K Buy
+175
New +$49.6K 0.94% 26
2024
Q4 		– Sell
-175
Closed -$56.3K – 11
2024
Q3 		$56.3K Buy
+175
New +$57.2K 1.18% 24
2024
Q1 		– Sell
-175
Closed -$50.3K – 22
2023
Q4 		$50.3K Buy
+175
New +$47.7K 0.05% 156

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

Livelsberger Financial Advisory's AMGN Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Amgen (AMGN) in Q3 2025, closing a stake of 175 shares — an estimated $48.8K sold.

Livelsberger Financial Advisory first reported a position in AMGN in Q4 2023 and held it in 3 quarters. The position peaked at $56.3K in Q3 2024. 2,823 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 175 Amgen shares in Q3 2025, an estimated $48.8K.
  • Livelsberger Financial Advisory first reported a position in Amgen in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Amgen position peaked at $56.3K in Q3 2024.
  • 2,823 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.