LM Advisors’s Amgen AMGN Stock Holding History

LM 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 Q2	–	Sell	-2,686	Closed	-$837K	–	190
2025 Q1	$837K	Buy	2,686 +226	+9%	+$66.7K	0.15%	109
2024 Q4	$641K	Buy	+2,460	New	+$730K	0.11%	119
2024 Q1	–	Sell	-106	Closed	-$30.5K	–	237
2023 Q4	$30.5K	Buy	+106	New	+$28.9K	0.01%	381

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's AMGN Position: Q2 2025 in Review

LM Advisors sold out of Amgen (AMGN) in Q2 2025, closing a stake of 2,686 shares — an estimated $837K sold.

LM Advisors first reported a position in AMGN in Q4 2023 and held it in 3 quarters. The position peaked at $837K in Q1 2025. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

LM Advisors reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 2,686 Amgen shares in Q2 2025, an estimated $837K.
LM Advisors first reported a position in Amgen in Q4 2023 and held it in 3 quarters.
LM Advisors's Amgen position peaked at $837K in Q1 2025.
2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.