UFA
AMGN icon

US Financial Advisors’s Amgen AMGN Stock Holding History

US Financial 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 		$235K Buy
+754
New +$223K 0.07% 90
2016
Q2 		– Sell
-214
Closed -$32K – 62
2016
Q1 		$32K Sell
214
-716
-77% -$106K 0.06% 117
2015
Q4 		$151K Buy
930
+507
+120% +$79.7K 0.14% 74
2015
Q3 		$59K Buy
423
+109
+35% +$17.2K 0.1% 96
2015
Q2 		$48K Sell
314
-81
-21% -$13K 0.05% 103
2015
Q1 		$63K Hold
395
– – 0.06% 94
2014
Q4 		$63K Buy
+395
New +$61.5K 0.06% 96

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

US Financial Advisors's AMGN Position: Q1 2025 in Review

US Financial Advisors opened a new position in Amgen (AMGN) in Q1 2025: 754 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings. This is a return to the name: US Financial Advisors previously reported a position in AMGN as recently as Q1 2016.

US Financial Advisors first reported a position in AMGN in Q4 2014 and has held it in 7 quarters since. 2,926 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

  • US Financial Advisors held 754 shares of Amgen worth $235K as of Q1 2025.
  • Amgen was a new US Financial Advisors position in Q1 2025.
  • Amgen made up 0.07% of US Financial Advisors's portfolio in Q1 2025, its #90 holding.
  • US Financial Advisors first reported a position in Amgen in Q4 2014 and has held it in 7 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.