LWA
AMGN icon

Lowe Wealth Advisors’s Amgen AMGN Stock Holding History

Lowe Wealth 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
Q3 		$78.5K Sell
278
-30
-10% -$8.7K 0.03% 116
2025
Q2 		$86K Sell
308
-30
-9% -$8.5K 0.03% 105
2025
Q1 		$105K Buy
338
+115
+52% +$34K 0.04% 88
2024
Q4 		$58.1K Buy
223
+19
+9% +$5.64K 0.02% 120
2024
Q3 		$65.7K Hold
204
– – 0.03% 108
2024
Q2 		$63.7K Hold
204
– – 0.03% 108
2024
Q1 		$58K Sell
204
-12
-6% -$3.51K 0.03% 103
2023
Q4 		$62.2K Sell
216
-10
-4% -$2.73K 0.03% 98
2023
Q3 		$60.7K Sell
226
-515
-70% -$129K 0.03% 94
2023
Q2 		$165K Buy
741
+135
+22% +$31.3K 0.08% 58
2023
Q1 		$147K Buy
606
+384
+173% +$94.3K 0.08% 54
2022
Q4 		$58.3K Hold
222
– – 0.03% 97
2022
Q3 		$50K Hold
222
– – 0.03% 93
2022
Q2 		$54K Hold
222
– – 0.03% 86
2022
Q1 		$54K Buy
222
+170
+327% +$39.1K 0.02% 95
2021
Q4 		$12K Hold
52
– – 0.01% 178
2021
Q3 		$11K Hold
52
– – 0.01% 177
2021
Q2 		$13K Hold
52
– – 0.01% 169
2021
Q1 		$13K Hold
52
– – 0.01% 161
2020
Q4 		$12K Hold
52
– – 0.01% 161
2020
Q3 		$13K Sell
52
-25
-32% -$6.19K 0.01% 140
2020
Q2 		$18K Hold
77
– – 0.01% 115
2020
Q1 		$16K Hold
77
– – 0.01% 115
2019
Q4 		$19K Hold
77
– – 0.01% 116
2019
Q3 		$15K Sell
77
-30
-28% -$5.76K 0.01% 127
2019
Q2 		$20K Buy
107
+100
+1,429% +$17.9K 0.01% 119
2019
Q1 		$1K Buy
7
+5
+250% +$955 ﹤0.01% 244
2018
Q4 		$0 Sell
2
-45
-96% -$8.78K ﹤0.01% 254
2018
Q3 		$10K Buy
47
+45
+2,250% +$8.87K 0.01% 148
2018
Q2 		$0 Hold
2
– – ﹤0.01% 238
2018
Q1 		$0 Buy
+2
New +$367 ﹤0.01% 243

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

Lowe Wealth Advisors's AMGN Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Amgen (AMGN) stake by 9.7% in Q3 2025, selling an estimated $8.7K and leaving 278 shares worth $78.5K. The position accounts for 0.03% of the portfolio, ranked #116.

Lowe Wealth Advisors first reported a position in AMGN in Q1 2018 and has held it in 31 quarters since. The position peaked at $165K in Q2 2023. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Lowe Wealth Advisors held 278 shares of Amgen worth $78.5K as of Q3 2025.
  • Lowe Wealth Advisors sold 30 Amgen shares in Q3 2025, an estimated $8.7K.
  • Amgen made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #116 holding.
  • Lowe Wealth Advisors first reported a position in Amgen in Q1 2018 and has held it in 31 quarters since.
  • Lowe Wealth Advisors's Amgen position peaked at $165K in Q2 2023.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.