Northeast Financial Consultants’s Amgen AMGN Stock Holding History

Northeast Financial Consultants’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 Q2	$1.79M	Hold	6,419	–	–	0.07%	114
2025 Q1	$2M	Hold	6,419	–	–	0.09%	107
2024 Q4	$1.67M	Hold	6,419	–	–	0.07%	116
2024 Q3	$2.07M	Buy	6,419 +33	+0.5%	+$10.8K	0.09%	102
2024 Q2	$2M	Sell	6,386 -350	-5%	-$103K	0.09%	99
2024 Q1	$1.92M	Buy	6,736 +650	+11%	+$190K	0.09%	106
2023 Q4	$1.75M	Hold	6,086	–	–	0.1%	107
2023 Q3	$1.64M	Hold	6,086	–	–	0.1%	110
2023 Q2	$1.35M	Hold	6,086	–	–	0.08%	117
2023 Q1	$1.47M	Hold	6,086	–	–	0.09%	113
2022 Q4	$1.6M	Buy	6,086 +1,200	+25%	+$322K	0.11%	108
2022 Q3	$1.1M	Sell	4,886 -1,200	-20%	-$291K	0.08%	130
2022 Q2	$1.48M	Sell	6,086 -68	-1%	-$16.7K	0.1%	113
2022 Q1	$1.49M	Buy	6,154 +68	+1%	+$15.6K	0.09%	124
2021 Q4	$1.37M	Sell	6,086 -68	-1%	-$14.4K	0.08%	127
2021 Q3	$1.31M	Hold	6,154	–	–	0.09%	131
2021 Q2	$1.5M	Hold	6,154	–	–	0.1%	124
2021 Q1	$1.53M	Buy	6,154 +68	+1%	+$16.2K	0.12%	104
2020 Q4	$1.4M	Hold	6,086	–	–	0.12%	108
2020 Q3	$1.55M	Buy	6,086 +177	+3%	+$43.9K	0.14%	91
2020 Q2	$1.39M	Hold	5,909	–	–	0.13%	92
2020 Q1	$1.2M	Hold	5,909	–	–	0.14%	96
2019 Q4	$1.42M	Hold	5,909	–	–	0.13%	100
2019 Q3	$1.14M	Hold	5,909	–	–	0.12%	122
2019 Q2	$1.09M	Hold	5,909	–	–	0.11%	121
2019 Q1	$1.12M	Buy	+5,909	New	+$1.13M	0.12%	104
2018 Q4	–	Sell	-4,309	Closed	-$893K	–	161
2018 Q3	$893K	Sell	4,309 -417	-9%	-$82.2K	0.25%	59
2018 Q2	$872K	Hold	4,726	–	–	0.27%	55
2018 Q1	$805K	Sell	4,726 -111	-2%	-$20.4K	0.27%	59
2017 Q4	$841K	Buy	4,837 +111	+2%	+$19.6K	0.28%	56
2017 Q3	$881K	Hold	4,726	–	–	0.32%	51
2017 Q2	$814K	Hold	4,726	–	–	0.32%	57
2017 Q1	$775K	Hold	4,726	–	–	0.32%	57
2016 Q4	$691K	Hold	4,726	–	–	0.31%	61
2016 Q3	$788K	Hold	4,726	–	–	0.33%	59
2016 Q2	$719K	Buy	4,726 +1,200	+34%	+$187K	0.32%	54
2016 Q1	$529K	Hold	3,526	–	–	0.28%	65
2015 Q4	$572K	Hold	3,526	–	–	0.3%	63
2015 Q3	$488K	Hold	3,526	–	–	0.25%	75
2015 Q2	$541K	Hold	3,526	–	–	0.24%	77
2015 Q1	$564K	Hold	3,526	–	–	0.26%	76
2014 Q4	$562K	Hold	3,526	–	–	0.3%	70
2014 Q3	$495K	Hold	3,526	–	–	0.27%	71
2014 Q2	$417K	Sell	3,526 -1,200	-25%	-$139K	0.24%	73
2014 Q1	$583K	Hold	4,726	–	–	0.34%	59
2013 Q4	$539K	Buy	+4,726	New	+$538K	0.36%	53

Other funds holding AMGN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northeast Financial Consultants's AMGN Position: Q2 2025 in Review

Northeast Financial Consultants held its Amgen (AMGN) position steady in Q2 2025 at 6,419 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #114.

Northeast Financial Consultants first reported a position in AMGN in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.07M in Q3 2024. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

Northeast Financial Consultants held 6,419 shares of Amgen worth $1.79M as of Q2 2025.
Northeast Financial Consultants left its Amgen share count unchanged in Q2 2025.
Amgen made up 0.07% of Northeast Financial Consultants's portfolio in Q2 2025, its #114 holding.
Northeast Financial Consultants first reported a position in Amgen in Q4 2013 and has held it in 46 quarters since.
Northeast Financial Consultants's Amgen position peaked at $2.07M in Q3 2024.
2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.