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LJI Wealth Management’s Amgen AMGN Stock Holding History

LJI 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
Q3 		– Sell
-824
Closed -$230K – 186
2025
Q2 		$230K Hold
824
– – 0.04% 165
2025
Q1 		$257K Hold
824
– – 0.05% 150
2024
Q4 		$215K Sell
824
-19
-2% -$5.64K 0.04% 166
2024
Q3 		$272K Sell
843
-58
-6% -$19K 0.06% 159
2024
Q2 		$282K Hold
901
– – 0.06% 149
2024
Q1 		$256K Hold
901
– – 0.07% 125
2023
Q4 		$260K Sell
901
-174
-16% -$47.4K 0.07% 141
2023
Q3 		$289K Buy
+1,075
New +$268K 0.08% 128
2023
Q2 		– Sell
-861
Closed -$208K – 181
2023
Q1 		$208K Buy
861
+74
+9% +$18.2K 0.07% 146
2022
Q4 		$207K Buy
+787
New +$211K 0.07% 135

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LJI Wealth Management's AMGN Position: Q3 2025 in Review

LJI Wealth Management sold out of Amgen (AMGN) in Q3 2025, closing a stake of 824 shares — an estimated $230K sold.

LJI Wealth Management first reported a position in AMGN in Q4 2022 and held it in 10 quarters. The position peaked at $289K in Q3 2023. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • LJI Wealth Management reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • LJI Wealth Management sold 824 Amgen shares in Q3 2025, an estimated $230K.
  • LJI Wealth Management first reported a position in Amgen in Q4 2022 and held it in 10 quarters.
  • LJI Wealth Management's Amgen position peaked at $289K in Q3 2023.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.