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Nicolet Advisory Services’s Amgen AMGN Stock Holding History

Nicolet Advisory Services’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
Q4 		$553K Sell
1,699
-114
-6% -$36.2K 0.04% 216
2025
Q3 		$536K Sell
1,813
-138
-7% -$40K 0.04% 216
2025
Q2 		$579K Buy
1,951
+188
+11% +$53.3K 0.05% 194
2025
Q1 		$496K Buy
1,763
+22
+1% +$6.5K 0.05% 192
2024
Q4 		$457K Sell
1,741
-62
-3% -$18.4K 0.04% 216
2024
Q3 		$572K Sell
1,803
-101
-5% -$33K 0.05% 181
2024
Q2 		$612K Sell
1,904
-126
-6% -$37K 0.06% 159
2024
Q1 		$549K Sell
2,030
-121
-6% -$35.4K 0.06% 162
2023
Q4 		$652K Sell
2,151
-654
-23% -$178K 0.07% 138
2023
Q3 		$745K Buy
2,805
+117
+4% +$29.2K 0.08% 121
2023
Q2 		$599K Buy
2,688
+172
+7% +$39.9K 0.07% 138
2023
Q1 		$637K Buy
2,516
+152
+6% +$37.3K 0.07% 125
2022
Q4 		$645K Buy
2,364
+227
+11% +$60.9K 0.09% 108
2022
Q3 		$496K Sell
2,137
-40
-2% -$9.7K 0.08% 97
2022
Q2 		$539K Buy
2,177
+14
+0.6% +$3.43K 0.08% 94
2022
Q1 		$545K Buy
2,163
+74
+4% +$17K 0.07% 101
2021
Q4 		$470K Buy
2,089
+140
+7% +$29.5K 0.06% 110
2021
Q3 		$414K Hold
1,949
– – 0.05% 128
2021
Q2 		$475K Sell
1,949
-922
-32% -$227K 0.06% 112
2021
Q1 		$714K Hold
2,871
– – 0.1% 78
2020
Q4 		$660K Sell
2,871
-25
-0.9% -$5.76K 0.09% 81
2020
Q3 		$736K Sell
2,896
-656
-18% -$163K 0.11% 75
2020
Q2 		$838K Sell
3,552
-13
-0.4% -$2.97K 0.13% 79
2020
Q1 		$723K Buy
3,565
+625
+21% +$137K 0.13% 87
2019
Q4 		$709K Buy
2,940
+8
+0.3% +$1.76K 0.11% 78
2019
Q3 		$567K Buy
2,932
+2
+0.1% +$384 0.09% 86
2019
Q2 		$540K Buy
2,930
+901
+44% +$161K 0.08% 82
2019
Q1 		$385K Buy
+2,029
New +$387K 0.07% 98

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Nicolet Advisory Services's AMGN Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Amgen (AMGN) stake by 6.3% in Q4 2025, selling an estimated $36.2K and leaving 1,699 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #216.

Nicolet Advisory Services first reported a position in AMGN in Q1 2019 and has held it in 28 quarters since. The position peaked at $838K in Q2 2020. 3,084 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Nicolet Advisory Services held 1,699 shares of Amgen worth $553K as of Q4 2025.
  • Nicolet Advisory Services sold 114 Amgen shares in Q4 2025, an estimated $36.2K.
  • Amgen made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #216 holding.
  • Nicolet Advisory Services first reported a position in Amgen in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's Amgen position peaked at $838K in Q2 2020.
  • 3,084 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.