North Capital’s Amgen AMGN Stock Holding History

North Capital’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	–	Sell	-11	Closed	-$3.1K	–	115
2025 Q3	$3.1K	Sell	11 -33	-75%	-$9.57K	﹤0.01%	482
2025 Q2	$12.3K	Sell	44 -34	-44%	-$9.63K	0.01%	355
2025 Q1	$24.3K	Buy	+78	New	+$23K	0.02%	276

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

North Capital's AMGN Position: Q4 2025 in Review

North Capital sold out of Amgen (AMGN) in Q4 2025, closing a stake of 11 shares — an estimated $3.1K sold.

North Capital first reported a position in AMGN in Q1 2025 and held it in 3 quarters. The position peaked at $24.3K in Q1 2025. 3,091 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

North Capital reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
North Capital sold 11 Amgen shares in Q4 2025, an estimated $3.1K.
North Capital first reported a position in Amgen in Q1 2025 and held it in 3 quarters.
North Capital's Amgen position peaked at $24.3K in Q1 2025.
3,091 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.