Morningstar Investment Services’s Amgen AMGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.59M | Sell |
5,091
-6,357
| -56% | -$1.88M | 0.29% | 77 |
|
|
2024
Q4 | $2.98M | Sell |
11,448
-96,156
| -89% | -$28.5M | 0.27% | 89 |
|
|
2024
Q3 | $34.7M | Sell |
107,604
-387
| -0.4% | -$127K | 0.35% | 80 |
|
|
2024
Q2 | $33.9M | Sell |
107,991
-1,530
| -1% | -$449K | 0.37% | 77 |
|
|
2024
Q1 | $31.4M | Sell |
109,521
-126,505
| -54% | -$37M | 0.35% | 81 |
|
|
2023
Q4 | $68.1M | Buy |
236,026
+115,879
| +96% | +$31.6M | 0.38% | 73 |
|
|
2023
Q3 | $32.5M | Sell |
120,147
-462
| -0.4% | -$115K | 0.42% | 68 |
|
|
2023
Q2 | $26.7M | Sell |
120,609
-767
| -0.6% | -$178K | 0.34% | 82 |
|
|
2023
Q1 | $29.3M | Buy |
121,376
+3,671
| +3% | +$901K | 0.39% | 74 |
|
|
2022
Q4 | $31M | Buy |
117,705
+1,403
| +1% | +$376K | 0.42% | 73 |
|
|
2022
Q3 | $31M | Buy |
116,302
+4,843
| +4% | +$1.17M | 0.44% | 70 |
|
|
2022
Q2 | $27.3M | Buy |
111,459
+5,445
| +5% | +$1.33M | 0.37% | 74 |
|
|
2022
Q1 | $25.7M | Buy |
106,014
+2,612
| +3% | +$600K | 0.29% | 84 |
|
|
2021
Q4 | $23.3M | Sell |
103,402
-592
| -0.6% | -$125K | 0.26% | 89 |
|
|
2021
Q3 | $22.3M | Buy |
103,994
+118
| +0.1% | +$27.2K | 0.26% | 91 |
|
|
2021
Q2 | $25.2M | Sell |
103,876
-733
| -0.7% | -$180K | 0.3% | 85 |
|
|
2021
Q1 | $26.1M | Sell |
104,609
-4,904
| -4% | -$1.17M | 0.34% | 84 |
|
|
2020
Q4 | $25.2M | Sell |
109,513
-6,352
| -5% | -$1.46M | 0.35% | 79 |
|
|
2020
Q3 | $28.8M | Sell |
115,865
-7,298
| -6% | -$1.81M | 0.45% | 64 |
|
|
2020
Q2 | $28.5M | Sell |
123,163
-4,358
| -3% | -$994K | 0.47% | 60 |
|
|
2020
Q1 | $26.6M | Buy |
127,521
+3,236
| +3% | +$707K | 0.48% | 55 |
|
|
2019
Q4 | $29.9M | Buy |
124,285
+594
| +0.5% | +$131K | 0.47% | 70 |
|
|
2019
Q3 | $24M | Sell |
123,691
-959
| -0.8% | -$184K | 0.41% | 76 |
|
|
2019
Q2 | $23M | Buy |
124,650
+956
| +0.8% | +$171K | 0.38% | 81 |
|
|
2019
Q1 | $23.5M | Sell |
123,694
-65,251
| -35% | -$12.5M | 0.4% | 80 |
|
|
2018
Q4 | $36.8M | Sell |
188,945
-102,346
| -35% | -$20M | 0.72% | 44 |
|
|
2018
Q3 | $60.4M | Sell |
291,291
-113,491
| -28% | -$22.4M | 1.09% | 29 |
|
|
2018
Q2 | $74.7M | Sell |
404,782
-47,622
| -11% | -$8.42M | 1.4% | 15 |
|
|
2018
Q1 | $77.1M | Sell |
452,404
-51,084
| -10% | -$9.38M | 1.5% | 13 |
|
|
2017
Q4 | $87.6M | Sell |
503,488
-16,514
| -3% | -$2.92M | 1.76% | 8 |
|
|
2017
Q3 | $97M | Sell |
520,002
-4,596
| -0.9% | -$814K | 2.11% | 6 |
|
|
2017
Q2 | $90.4M | Buy |
524,598
+27,095
| +5% | +$4.41M | 2.09% | 6 |
|
|
2017
Q1 | $81.6M | Buy |
497,503
+367,894
| +284% | +$61.1M | 2.06% | 8 |
|
|
2016
Q4 | $18.9M | Buy |
129,609
+58,714
| +83% | +$8.84M | 0.62% | 59 |
|
|
2016
Q3 | $11.8M | Buy |
70,895
+487
| +0.7% | +$82.4K | 0.34% | 79 |
|
|
2016
Q2 | $10.9M | Sell |
70,408
-9,375
| -12% | -$1.46M | 0.34% | 79 |
|
|
2016
Q1 | $12M | Buy |
79,783
+14,085
| +21% | +$2.09M | 0.41% | 72 |
|
|
2015
Q4 | $10.7M | Buy |
65,698
+10,726
| +20% | +$1.69M | 0.42% | 72 |
|
|
2015
Q3 | $7.6M | Buy |
54,972
+10,805
| +24% | +$1.7M | 0.32% | 87 |
|
|
2015
Q2 | $6.78M | Buy |
44,167
+5,167
| +13% | +$828K | 0.29% | 90 |
|
|
2015
Q1 | $6.23M | Buy |
39,000
+25,227
| +183% | +$3.97M | 0.27% | 88 |
|
|
2014
Q4 | $2.19M | Buy |
13,773
+9,813
| +248% | +$1.53M | 0.1% | 132 |
|
|
2014
Q3 | $556K | Sell |
3,960
-18,915
| -83% | -$2.47M | 0.03% | 172 |
|
|
2014
Q2 | $2.71M | Buy |
22,875
+18,182
| +387% | +$2.1M | 0.16% | 110 |
|
|
2014
Q1 | $579K | Buy |
4,693
+172
| +4% | +$20.9K | 0.04% | 161 |
|
|
2013
Q4 | $516K | Sell |
4,521
-29
| -0.6% | -$3.3K | 0.04% | 166 |
|
|
2013
Q3 | $514K | Sell |
4,550
-10,880
| -71% | -$1.18M | 0.04% | 162 |
|
|
2013
Q2 | $1.52M | Buy |
+15,430
| New | +$1.6M | 0.16% | 105 |
|
Other funds holding AMGN
Morningstar Investment Services's AMGN Position: Q1 2025 in Review
Morningstar Investment Services reduced its Amgen (AMGN) stake by 56% in Q1 2025, selling an estimated $1.88M and leaving 5,091 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #77.
Morningstar Investment Services first reported a position in AMGN in Q2 2013 and has held it in 48 quarters since. The position peaked at $97M in Q3 2017. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.
- Morningstar Investment Services held 5,091 shares of Amgen worth $1.59M as of Q1 2025.
- Morningstar Investment Services sold 6,357 Amgen shares in Q1 2025, an estimated $1.88M.
- Amgen made up 0.29% of Morningstar Investment Services's portfolio in Q1 2025, its #77 holding.
- Morningstar Investment Services first reported a position in Amgen in Q2 2013 and has held it in 48 quarters since.
- Morningstar Investment Services's Amgen position peaked at $97M in Q3 2017.
- 2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.
Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.