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Marcum Wealth’s Amgen AMGN Stock Holding History

Marcum Wealth’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
Q1 		$1.22M Buy
3,913
+265
+7% +$78.3K 0.11% 94
2024
Q4 		$951K Sell
3,648
-804
-18% -$239K 0.08% 117
2024
Q3 		$1.43M Buy
4,452
+64
+1% +$20.9K 0.13% 82
2024
Q2 		$1.37M Buy
4,388
+356
+9% +$105K 0.14% 82
2024
Q1 		$1.15M Buy
4,032
+233
+6% +$68.2K 0.12% 90
2023
Q4 		$1.09M Buy
3,799
+313
+9% +$85.3K 0.12% 89
2023
Q3 		$937K Buy
3,486
+473
+16% +$118K 0.11% 92
2023
Q2 		$669K Buy
3,013
+424
+16% +$98.4K 0.08% 133
2023
Q1 		$626K Sell
2,589
-795
-23% -$195K 0.08% 148
2022
Q4 		$889K Buy
3,384
+728
+27% +$195K 0.12% 100
2022
Q3 		$599K Buy
2,656
+368
+16% +$89.2K 0.09% 139
2022
Q2 		$557K Buy
2,288
+213
+10% +$52.2K 0.08% 144
2022
Q1 		$502K Sell
2,075
-39
-2% -$8.96K 0.07% 157
2021
Q4 		$476K Buy
2,114
+138
+7% +$29.1K 0.07% 176
2021
Q3 		$420K Sell
1,976
-21
-1% -$4.83K 0.07% 179
2021
Q2 		$487K Sell
1,997
-994
-33% -$245K 0.08% 152
2021
Q1 		$744K Buy
2,991
+1,367
+84% +$326K 0.12% 125
2020
Q4 		$373K Buy
1,624
+823
+103% +$190K 0.09% 87
2020
Q3 		$204K Buy
+801
New +$198K 0.06% 108

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcum Wealth's AMGN Position: Q1 2025 in Review

Marcum Wealth increased its Amgen (AMGN) stake by 7.3% in Q1 2025, buying an estimated $78.3K and bringing the position to 3,913 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #94.

Marcum Wealth first reported a position in AMGN in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.43M in Q3 2024. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Marcum Wealth held 3,913 shares of Amgen worth $1.22M as of Q1 2025.
  • Marcum Wealth bought 265 Amgen shares in Q1 2025, an estimated $78.3K.
  • Amgen made up 0.11% of Marcum Wealth's portfolio in Q1 2025, its #94 holding.
  • Marcum Wealth first reported a position in Amgen in Q3 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Amgen position peaked at $1.43M in Q3 2024.
  • 2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.