SIA
AMGN icon

Schechter Investment Advisors’s Amgen AMGN Stock Holding History

Schechter Investment 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 		$1.42M Sell
4,555
-1,737
-28% -$513K 0.12% 175
2024
Q4 		$1.64M Sell
6,292
-927
-13% -$275K 0.13% 156
2024
Q3 		$2.33M Sell
7,219
-13
-0.2% -$4.25K 0.17% 108
2024
Q2 		$2.26M Buy
7,232
+395
+6% +$116K 0.17% 103
2024
Q1 		$1.94M Sell
6,837
-373
-5% -$109K 0.15% 125
2023
Q4 		$2.08M Sell
7,210
-190
-3% -$51.8K 0.18% 111
2023
Q3 		$1.99M Buy
7,400
+1,588
+27% +$396K 0.19% 102
2023
Q2 		$1.29M Sell
5,812
-965
-14% -$224K 0.12% 199
2023
Q1 		$1.64M Buy
6,777
+1,869
+38% +$459K 0.15% 156
2022
Q4 		$1.29M Buy
4,908
+249
+5% +$66.7K 0.12% 219
2022
Q3 		$1.05M Sell
4,659
-280
-6% -$67.9K 0.1% 263
2022
Q2 		$1.2M Buy
4,939
+472
+11% +$116K 0.12% 224
2022
Q1 		$1.08M Buy
4,467
+493
+12% +$113K 0.1% 279
2021
Q4 		$894K Buy
+3,974
New +$839K 0.08% 341

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

Schechter Investment Advisors's AMGN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Amgen (AMGN) stake by 28% in Q1 2025, selling an estimated $513K and leaving 4,555 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #175.

Schechter Investment Advisors first reported a position in AMGN in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.33M in Q3 2024. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • Schechter Investment Advisors held 4,555 shares of Amgen worth $1.42M as of Q1 2025.
  • Schechter Investment Advisors sold 1,737 Amgen shares in Q1 2025, an estimated $513K.
  • Amgen made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #175 holding.
  • Schechter Investment Advisors first reported a position in Amgen in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Amgen position peaked at $2.33M in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.