PWA
AMGN icon

Principia Wealth Advisory’s Amgen AMGN Stock Holding History

Principia Wealth Advisory’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 		$103K Sell
314
-261
-45% -$82.8K 0.06% 100
2025
Q3 		$162K Buy
575
+7
+1% +$2.03K 0.11% 84
2025
Q2 		$159K Buy
568
+13
+2% +$3.68K 0.13% 69
2025
Q1 		$161K Buy
555
+19
+4% +$5.61K 0.15% 57
2024
Q4 		$140K Buy
+536
New +$159K 0.13% 57

Other funds holding AMGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Principia Wealth Advisory's AMGN Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Amgen (AMGN) stake by 45% in Q4 2025, selling an estimated $82.8K and leaving 314 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #100.

Principia Wealth Advisory first reported a position in AMGN in Q4 2024 and has held it in 5 quarters since. The position peaked at $162K in Q3 2025. 3,084 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Principia Wealth Advisory held 314 shares of Amgen worth $103K as of Q4 2025.
  • Principia Wealth Advisory sold 261 Amgen shares in Q4 2025, an estimated $82.8K.
  • Amgen made up 0.06% of Principia Wealth Advisory's portfolio in Q4 2025, its #100 holding.
  • Principia Wealth Advisory first reported a position in Amgen in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Amgen position peaked at $162K in Q3 2025.
  • 3,084 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.