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Roberts Capital Advisors’s Amgen AMGN Stock Holding History

Roberts Capital 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
-1,395
Closed -$364K – 85
2024
Q4 		$364K Hold
1,395
– – 0.3% 72
2024
Q3 		$449K Hold
1,395
– – 0.38% 70
2024
Q2 		$397K Hold
1,395
– – 0.38% 75
2024
Q1 		$397K Buy
+1,395
New +$408K 0.38% 75
2022
Q3 		$337K Hold
1,496
– – 0.49% 72
2022
Q2 		$364K Hold
1,496
– – 0.5% 72
2022
Q1 		$362K Hold
1,496
– – 0.37% 87
2021
Q4 		$337K Buy
+1,496
New +$316K 0.31% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Roberts Capital Advisors's AMGN Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Amgen (AMGN) in Q1 2025, closing a stake of 1,395 shares — an estimated $364K sold.

Roberts Capital Advisors first reported a position in AMGN in Q4 2021 and held it in 8 quarters. The position peaked at $449K in Q3 2024. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Roberts Capital Advisors reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 1,395 Amgen shares in Q1 2025, an estimated $364K.
  • Roberts Capital Advisors first reported a position in Amgen in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's Amgen position peaked at $449K in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.