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Lokken Investment Group’s Amgen AMGN Stock Holding History

Lokken Investment 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
Q3 		$1.43M Buy
5,080
+184
+4% +$53.4K 0.49% 57
2025
Q2 		$1.37M Buy
4,896
+400
+9% +$113K 0.53% 53
2025
Q1 		$1.4M Buy
4,496
+375
+9% +$111K 0.59% 45
2024
Q4 		$1.07M Buy
4,121
+85
+2% +$25.2K 0.46% 60
2024
Q3 		$1.3M Buy
4,036
+294
+8% +$96.2K 0.54% 47
2024
Q2 		$1.17M Buy
3,742
+449
+14% +$132K 0.55% 43
2024
Q1 		$936K Buy
3,293
+178
+6% +$52.1K 0.47% 58
2023
Q4 		$897K Buy
3,115
+2,158
+225% +$588K 0.51% 54
2023
Q3 		$257K Buy
+957
New +$239K 0.17% 107

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

Lokken Investment Group's AMGN Position: Q3 2025 in Review

Lokken Investment Group increased its Amgen (AMGN) stake by 3.8% in Q3 2025, buying an estimated $53.4K and bringing the position to 5,080 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #57.

Lokken Investment Group first reported a position in AMGN in Q3 2023 and has held it in 9 quarters since. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Lokken Investment Group held 5,080 shares of Amgen worth $1.43M as of Q3 2025.
  • Lokken Investment Group bought 184 Amgen shares in Q3 2025, an estimated $53.4K.
  • Amgen made up 0.49% of Lokken Investment Group's portfolio in Q3 2025, its #57 holding.
  • Lokken Investment Group first reported a position in Amgen in Q3 2023 and has held it in 9 quarters since.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.