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One Wealth Advisors’s Amgen AMGN Stock Holding History

One Wealth Advisors’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 		– Sell
-774
Closed -$202K – 283
2024
Q4 		$202K Sell
774
-87
-10% -$25.8K 0.03% 242
2024
Q3 		$277K Hold
861
– – 0.04% 211
2024
Q2 		$278K Sell
861
-99
-10% -$29.1K 0.06% 166
2024
Q1 		$273K Sell
960
-137
-12% -$40.1K 0.05% 192
2023
Q4 		$316K Sell
1,097
-298
-21% -$81.2K 0.06% 151
2023
Q3 		$375K Sell
1,395
-642
-32% -$160K 0.08% 118
2023
Q2 		$452K Sell
2,037
-957
-32% -$222K 0.1% 114
2023
Q1 		$724K Buy
2,994
+347
+13% +$85.2K 0.17% 74
2022
Q4 		$695K Buy
2,647
+19
+0.7% +$5.09K 0.16% 81
2022
Q3 		$592K Buy
2,628
+172
+7% +$41.7K 0.19% 65
2022
Q2 		$598K Buy
2,456
+7
+0.3% +$1.72K 0.16% 79
2022
Q1 		$592K Buy
2,449
+683
+39% +$157K 0.14% 78
2021
Q4 		$397K Sell
1,766
-232
-12% -$49K 0.1% 105
2021
Q3 		$425K Buy
1,998
+502
+34% +$116K 0.12% 107
2021
Q2 		$365K Buy
+1,496
New +$368K 0.12% 103
2020
Q4 		– Sell
-2,226
Closed -$566K – 128
2020
Q3 		$566K Sell
2,226
-980
-31% -$243K 0.39% 20
2020
Q2 		$756K Sell
3,206
-502
-14% -$115K 0.6% 10
2020
Q1 		$752K Sell
3,708
-1,215
-25% -$265K 0.75% 15
2019
Q4 		$1.19M Buy
4,923
+234
+5% +$51.6K 0.88% 12
2019
Q3 		$907K Sell
4,689
-766
-14% -$147K 0.79% 10
2019
Q2 		$1M Sell
5,455
-538
-9% -$96.3K 0.83% 10
2019
Q1 		$1.14M Buy
5,993
+3,199
+114% +$611K 0.93% 9
2018
Q4 		$544K Sell
2,794
-689
-20% -$134K 0.54% 21
2018
Q3 		$722K Buy
3,483
+3,428
+6,233% +$676K 0.55% 21
2018
Q2 		$10K Sell
55
-328
-86% -$58K 0.01% 340
2018
Q1 		$65K Buy
383
+5
+1% +$918 0.06% 230
2017
Q4 		$67K Buy
+378
New +$66.9K 0.05% 253

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

One Wealth Advisors's AMGN Position: Q1 2025 in Review

One Wealth Advisors sold out of Amgen (AMGN) in Q1 2025, closing a stake of 774 shares — an estimated $202K sold.

One Wealth Advisors first reported a position in AMGN in Q4 2017 and held it in 27 quarters. The position peaked at $1.19M in Q4 2019. 2,933 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • One Wealth Advisors reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 774 Amgen shares in Q1 2025, an estimated $202K.
  • One Wealth Advisors first reported a position in Amgen in Q4 2017 and held it in 27 quarters.
  • One Wealth Advisors's Amgen position peaked at $1.19M in Q4 2019.
  • 2,933 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.