MWM
AMGN icon

Madison Wealth Management’s Amgen AMGN Stock Holding History

Madison 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
2023
Q3 		$1.68M Sell
6,256
-7
-0.1% -$1.75K 0.35% 79
2023
Q2 		$1.39M Sell
6,263
-20
-0.3% -$4.64K 0.28% 85
2023
Q1 		$1.52M Sell
6,283
-53
-0.8% -$13K 0.33% 80
2022
Q4 		$1.66M Sell
6,336
-19
-0.3% -$5.09K 0.38% 76
2022
Q3 		$1.43M Sell
6,355
-356
-5% -$86.3K 0.35% 77
2022
Q2 		$1.63M Sell
6,711
-141
-2% -$34.6K 0.4% 71
2022
Q1 		$1.66M Buy
6,852
+1
+0% +$230 0.35% 73
2021
Q4 		$1.54M Sell
6,851
-99
-1% -$20.9K 0.31% 73
2021
Q3 		$1.48M Buy
6,950
+12
+0.2% +$2.76K 0.32% 68
2021
Q2 		$1.69M Sell
6,938
-1,058
-13% -$260K 0.37% 68
2021
Q1 		$1.99M Buy
7,996
+135
+2% +$32.2K 0.49% 54
2020
Q4 		$1.81M Buy
7,861
+24
+0.3% +$5.53K 0.48% 50
2020
Q3 		$1.99M Buy
7,837
+61
+0.8% +$15.1K 0.6% 44
2020
Q2 		$1.83M Sell
7,776
-167
-2% -$38.1K 0.6% 42
2020
Q1 		$1.61M Sell
7,943
-175
-2% -$38.2K 0.65% 40
2019
Q4 		$1.96M Buy
+8,118
New +$1.79M 0.56% 40

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's AMGN Position: Q3 2023 in Review

Madison Wealth Management reduced its Amgen (AMGN) stake by 0.11% in Q3 2023, selling an estimated $1.75K and leaving 6,256 shares worth $1.68M. The position accounts for 0.35% of the portfolio, ranked #79.

Madison Wealth Management first reported a position in AMGN in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.99M in Q3 2020. 2,502 funds tracked by Wall St. Rank hold AMGN as of Q3 2023.

  • Madison Wealth Management held 6,256 shares of Amgen worth $1.68M as of Q3 2023.
  • Madison Wealth Management sold 7 Amgen shares in Q3 2023, an estimated $1.75K.
  • Amgen made up 0.35% of Madison Wealth Management's portfolio in Q3 2023, its #79 holding.
  • Madison Wealth Management first reported a position in Amgen in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Amgen position peaked at $1.99M in Q3 2020.
  • 2,502 funds tracked by Wall St. Rank held Amgen as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.