SC
AMGN icon

Stephens Consulting’s Amgen AMGN Stock Holding History

Stephens Consulting’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 		$448K Buy
1,370
+10
+0.7% +$3.17K 0.14% 38
2025
Q3 		$384K Sell
1,360
-49
-3% -$14.2K 0.13% 45
2025
Q2 		$393K Buy
1,409
+12
+0.9% +$3.4K 0.09% 75
2025
Q1 		$435K Buy
1,397
+7
+0.5% +$2.07K 0.11% 61
2024
Q4 		$362K Hold
1,390
– – 0.09% 76
2024
Q3 		$448K Hold
1,390
– – 0.11% 60
2024
Q2 		$434K Hold
1,390
– – 0.12% 54
2024
Q1 		$395K Hold
1,390
– – 0.12% 58
2023
Q4 		$400K Sell
1,390
-10
-0.7% -$2.73K 0.14% 53
2023
Q3 		$376K Buy
1,400
+10
+0.7% +$2.5K 0.15% 50
2023
Q2 		$309K Hold
1,390
– – 0.12% 59
2023
Q1 		$336K Hold
1,390
– – 0.2% 57
2022
Q4 		$365K Hold
1,390
– – 0.24% 50
2022
Q3 		$313K Hold
1,390
– – 0.28% 54
2022
Q2 		$338K Hold
1,390
– – 0.28% 45
2022
Q1 		$336K Sell
1,390
-4
-0.3% -$919 0.27% 52
2021
Q4 		$314K Buy
+1,394
New +$294K 0.26% 64

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

Stephens Consulting's AMGN Position: Q4 2025 in Review

Stephens Consulting increased its Amgen (AMGN) stake by 0.74% in Q4 2025, buying an estimated $3.17K and bringing the position to 1,370 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #38.

Stephens Consulting first reported a position in AMGN in Q4 2021 and has held it in 17 quarters since. 3,084 funds tracked by Wall St. Rank hold AMGN as of Q4 2025.

  • Stephens Consulting held 1,370 shares of Amgen worth $448K as of Q4 2025.
  • Stephens Consulting bought 10 Amgen shares in Q4 2025, an estimated $3.17K.
  • Amgen made up 0.14% of Stephens Consulting's portfolio in Q4 2025, its #38 holding.
  • Stephens Consulting first reported a position in Amgen in Q4 2021 and has held it in 17 quarters since.
  • 3,084 funds tracked by Wall St. Rank held Amgen as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.