Plan Group Financial’s Amgen AMGN Stock Holding History

Plan Group Financial’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 Q3	–	Sell	-1,561	Closed	-$436K	–	186
2025 Q2	$436K	Buy	1,561 +214	+16%	+$60.6K	0.14%	109
2025 Q1	$420K	Buy	+1,347	New	+$398K	0.15%	106

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Plan Group Financial's AMGN Position: Q3 2025 in Review

Plan Group Financial sold out of Amgen (AMGN) in Q3 2025, closing a stake of 1,561 shares — an estimated $436K sold.

Plan Group Financial first reported a position in AMGN in Q1 2025 and held it in 2 quarters. The position peaked at $436K in Q2 2025. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

Plan Group Financial reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
Plan Group Financial sold 1,561 Amgen shares in Q3 2025, an estimated $436K.
Plan Group Financial first reported a position in Amgen in Q1 2025 and held it in 2 quarters.
Plan Group Financial's Amgen position peaked at $436K in Q2 2025.
2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Plan Group Financial's 13F filing for Q3 2025, filed 27 Oct 2025.