SFG Wealth Management’s Amgen AMGN Stock Holding History

SFG Wealth Management’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	–	Sell	-1,250	Closed	-$353K	–	131
2025 Q3	$353K	Hold	1,250	–	–	0.15%	98
2025 Q2	$349K	Hold	1,250	–	–	0.21%	62
2025 Q1	$389K	Hold	1,250	–	–	0.19%	88
2024 Q4	$326K	Hold	1,250	–	–	0.17%	72
2024 Q3	$403K	Hold	1,250	–	–	0.21%	64
2024 Q2	$391K	Sell	1,250 -235	-16%	-$69K	0.22%	65
2024 Q1	$422K	Hold	1,485	–	–	0.25%	57
2023 Q4	$428K	Sell	1,485 -90	-6%	-$24.5K	0.28%	53
2023 Q3	$423K	Hold	1,575	–	–	0.34%	49
2023 Q2	$350K	Buy	1,575 +725	+85%	+$168K	0.29%	64
2023 Q1	$205K	Sell	850 -30	-3%	-$7.36K	0.23%	73
2022 Q4	$231K	Sell	880 -49	-5%	-$13.1K	0.29%	67
2022 Q3	$210K	Sell	929 -25	-3%	-$6.06K	0.28%	69
2022 Q2	$232K	Buy	954 +54	+6%	+$13.2K	0.27%	68
2022 Q1	$218K	Hold	900	–	–	0.2%	82
2021 Q4	$202K	Buy	+900	New	+$190K	0.18%	95

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SFG Wealth Management's AMGN Position: Q4 2025 in Review

SFG Wealth Management sold out of Amgen (AMGN) in Q4 2025, closing a stake of 1,250 shares — an estimated $353K sold.

SFG Wealth Management first reported a position in AMGN in Q4 2021 and held it in 16 quarters. The position peaked at $428K in Q4 2023. 3,091 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

SFG Wealth Management reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
SFG Wealth Management sold 1,250 Amgen shares in Q4 2025, an estimated $353K.
SFG Wealth Management first reported a position in Amgen in Q4 2021 and held it in 16 quarters.
SFG Wealth Management's Amgen position peaked at $428K in Q4 2023.
3,091 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.