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Waverton Investment Management’s Amgen AMGN Stock Holding History

Waverton Investment 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
Q2 		– Sell
-714
Closed -$222K – 106
2025
Q1 		$222K Buy
+714
New +$211K ﹤0.01% 99
2017
Q1 		– Sell
-14,732
Closed -$2.15M – 99
2016
Q4 		$2.15M Buy
14,732
+2,228
+18% +$335K 0.14% 69
2016
Q3 		$2.09M Hold
12,504
– – 0.14% 69
2016
Q2 		$1.9M Buy
12,504
+510
+4% +$79.3K 0.14% 72
2016
Q1 		$1.8M Sell
11,994
-1,026
-8% -$152K 0.14% 77
2015
Q4 		$2.11M Sell
13,020
-800
-6% -$126K 0.16% 75
2015
Q3 		$1.91M Buy
+13,820
New +$2.18M 0.15% 73
2015
Q2 		– Sell
-11,100
Closed -$1.77M – 101
2015
Q1 		$1.77M Hold
11,100
– – 0.13% 68
2014
Q4 		$1.77M Sell
11,100
-5,150
-32% -$802K 0.12% 73
2014
Q3 		$2.28M Sell
16,250
-2,920
-15% -$381K 0.16% 67
2014
Q2 		$2.27M Sell
19,170
-45,310
-70% -$5.25M 0.15% 69
2014
Q1 		$7.95M Buy
64,480
+1,100
+2% +$133K 0.38% 47
2013
Q4 		$7.23M Buy
63,380
+15,620
+33% +$1.78M 0.37% 47
2013
Q3 		$5.35M Buy
47,760
+22,760
+91% +$2.47M 0.31% 56
2013
Q2 		$2.47M Buy
+25,000
New +$2.59M 0.22% 51

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverton Investment Management's AMGN Position: Q2 2025 in Review

Waverton Investment Management sold out of Amgen (AMGN) in Q2 2025, closing a stake of 714 shares — an estimated $222K sold.

Waverton Investment Management first reported a position in AMGN in Q2 2013 and held it in 15 quarters. The position peaked at $7.95M in Q1 2014. 2,851 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Waverton Investment Management reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Waverton Investment Management sold 714 Amgen shares in Q2 2025, an estimated $222K.
  • Waverton Investment Management first reported a position in Amgen in Q2 2013 and held it in 15 quarters.
  • Waverton Investment Management's Amgen position peaked at $7.95M in Q1 2014.
  • 2,851 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Waverton Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.