Pacific Capital Wealth Advisors’s Amgen AMGN Stock Holding History

Pacific Capital 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 Q2	–	Sell	-666	Closed	-$207K	–	75
2025 Q1	$207K	Sell	666 -25	-4%	-$7.38K	0.04%	80
2024 Q4	$180K	Sell	691 -76	-10%	-$22.5K	0.03%	83
2024 Q3	$247K	Sell	767 -23	-3%	-$7.52K	0.04%	69
2024 Q2	$247K	Buy	790 +96	+14%	+$28.2K	0.05%	62
2024 Q1	$197K	Buy	694 +7	+1%	+$2.05K	0.05%	64
2023 Q4	$198K	Buy	+687	New	+$187K	0.05%	62
2020 Q4	–	Sell	-24	Closed	-$6K	–	72
2020 Q3	$6K	Buy	+24	New	+$5.95K	﹤0.01%	181

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

Pacific Capital Wealth Advisors's AMGN Position: Q2 2025 in Review

Pacific Capital Wealth Advisors sold out of Amgen (AMGN) in Q2 2025, closing a stake of 666 shares — an estimated $207K sold.

Pacific Capital Wealth Advisors first reported a position in AMGN in Q3 2020 and held it in 7 quarters. The position peaked at $247K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

Pacific Capital Wealth Advisors reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 666 Amgen shares in Q2 2025, an estimated $207K.
Pacific Capital Wealth Advisors first reported a position in Amgen in Q3 2020 and held it in 7 quarters.
Pacific Capital Wealth Advisors's Amgen position peaked at $247K in Q3 2024.
2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.