Sterling Group Wealth Management’s Amgen AMGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,835
Closed -$572K 54
2025
Q1
$572K Hold
1,835
0.31% 24
2024
Q4
$478K Hold
1,835
0.25% 30
2024
Q3
$591K Hold
1,835
0.31% 27
2024
Q2
$573K Buy
+1,835
New +$539K 0.33% 27
2024
Q1
Sell
-1,835
Closed -$529K 6
2023
Q4
$529K Hold
1,835
0.41% 25
2023
Q3
$493K Hold
1,835
0.47% 22
2023
Q2
$407K Hold
1,835
0.35% 29
2023
Q1
$444K Hold
1,835
0.42% 28
2022
Q4
$482K Buy
+1,835
New +$492K 0.47% 24

Other funds holding AMGN

Sterling Group Wealth Management's AMGN Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of Amgen (AMGN) in Q2 2025, closing a stake of 1,835 shares — an estimated $572K sold.

Sterling Group Wealth Management first reported a position in AMGN in Q4 2022 and held it in 9 quarters. The position peaked at $591K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Sterling Group Wealth Management reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Sterling Group Wealth Management sold 1,835 Amgen shares in Q2 2025, an estimated $572K.
  • Sterling Group Wealth Management first reported a position in Amgen in Q4 2022 and held it in 9 quarters.
  • Sterling Group Wealth Management's Amgen position peaked at $591K in Q3 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.