SIMA Wealth Partners’s Amgen AMGN Stock Holding History

SIMA Wealth Partners’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	-23	Closed	-$6.49K	–	131
2025 Q3	$6.49K	Buy	+23	New	+$6.67K	0.01%	132

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SIMA Wealth Partners's AMGN Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Amgen (AMGN) in Q4 2025, closing a stake of 23 shares — an estimated $6.49K sold.

SIMA Wealth Partners first reported a position in AMGN in Q3 2025 and held it in 1 quarter. The position peaked at $6.49K in Q3 2025. 3,084 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

SIMA Wealth Partners reported no remaining Amgen position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 23 Amgen shares in Q4 2025, an estimated $6.49K.
SIMA Wealth Partners first reported a position in Amgen in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Amgen position peaked at $6.49K in Q3 2025.
3,084 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.