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Lockerman Financial Group’s Amgen AMGN Stock Holding History

Lockerman Financial Group’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
-1,203
Closed -$375K – 122
2025
Q1 		$375K Sell
1,203
-2
-0.2% -$591 0.57% 58
2024
Q4 		$314K Sell
1,205
-56
-4% -$16.6K 0.53% 62
2024
Q3 		$406K Buy
1,261
+53
+4% +$17.3K 0.69% 45
2024
Q2 		$377K Buy
1,208
+97
+9% +$28.5K 0.68% 44
2024
Q1 		$316K Buy
+1,111
New +$325K 0.6% 51
2022
Q4 		– Sell
-1,014
Closed -$228K – 72
2022
Q3 		$228K Hold
1,014
– – 0.66% 52
2022
Q2 		$247K Hold
1,014
– – 0.79% 46
2022
Q1 		$245K Hold
1,014
– – 0.66% 56
2021
Q4 		$228K Buy
+1,014
New +$214K 0.6% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Lockerman Financial Group's AMGN Position: Q2 2025 in Review

Lockerman Financial Group sold out of Amgen (AMGN) in Q2 2025, closing a stake of 1,203 shares — an estimated $375K sold.

Lockerman Financial Group first reported a position in AMGN in Q4 2021 and held it in 9 quarters. The position peaked at $406K in Q3 2024. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Lockerman Financial Group reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,203 Amgen shares in Q2 2025, an estimated $375K.
  • Lockerman Financial Group first reported a position in Amgen in Q4 2021 and held it in 9 quarters.
  • Lockerman Financial Group's Amgen position peaked at $406K in Q3 2024.
  • 2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.