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Wells Trecaso Financial Group’s Amgen AMGN Stock Holding History

Wells Trecaso Financial Group’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
Q3 		$681K Sell
2,415
-254
-10% -$73.7K 0.32% 51
2025
Q2 		$745K Buy
2,669
+412
+18% +$117K 0.23% 54
2025
Q1 		$703K Buy
2,257
+106
+5% +$31.3K 0.23% 55
2024
Q4 		$561K Buy
2,151
+221
+11% +$65.6K 0.18% 58
2024
Q3 		$622K Buy
1,930
+125
+7% +$40.9K 0.2% 56
2024
Q2 		$564K Buy
1,805
+41
+2% +$12K 0.2% 58
2024
Q1 		$501K Buy
1,764
+72
+4% +$21.1K 0.18% 59
2023
Q4 		$487K Buy
1,692
+1
+0.1% +$272 0.2% 53
2023
Q3 		$454K Sell
1,691
-199
-11% -$49.7K 0.2% 57
2023
Q2 		$420K Buy
1,890
+11
+0.6% +$2.55K 0.18% 58
2023
Q1 		$454K Sell
1,879
-49
-3% -$12K 0.21% 54
2022
Q4 		$506K Buy
1,928
+1
+0.1% +$268 0.25% 51
2022
Q3 		$434K Sell
1,927
-16
-0.8% -$3.88K 0.24% 53
2022
Q2 		$473K Sell
1,943
-44
-2% -$10.8K 0.25% 51
2022
Q1 		$481K Sell
1,987
-779
-28% -$179K 0.21% 56
2021
Q4 		$622K Buy
2,766
+56
+2% +$11.8K 0.27% 50
2021
Q3 		$576K Sell
2,710
-22
-0.8% -$5.06K 0.27% 49
2021
Q2 		$666K Buy
2,732
+18
+0.7% +$4.43K 0.32% 49
2021
Q1 		$675K Buy
2,714
+61
+2% +$14.6K 0.36% 47
2020
Q4 		$610K Buy
2,653
+86
+3% +$19.8K 0.34% 47
2020
Q3 		$652K Buy
2,567
+48
+2% +$11.9K 0.42% 45
2020
Q2 		$594K Buy
2,519
+155
+7% +$35.4K 0.41% 43
2020
Q1 		$479K Buy
2,364
+69
+3% +$15.1K 0.43% 45
2019
Q4 		$553K Buy
2,295
+41
+2% +$9.04K 0.4% 48
2019
Q3 		$436K Sell
2,254
-7
-0.3% -$1.34K 0.35% 52
2019
Q2 		$417K Sell
2,261
-29
-1% -$5.19K 0.34% 51
2019
Q1 		$435K Sell
2,290
-4
-0.2% -$764 0.37% 51
2018
Q4 		$446K Buy
2,294
+147
+7% +$28.7K 0.43% 47
2018
Q3 		$445K Sell
2,147
-50
-2% -$9.85K 0.37% 50
2018
Q2 		$406K Buy
2,197
+115
+6% +$20.3K 0.38% 48
2018
Q1 		$355K Buy
+2,082
New +$382K 0.34% 50

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wells Trecaso Financial Group's AMGN Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its Amgen (AMGN) stake by 9.5% in Q3 2025, selling an estimated $73.7K and leaving 2,415 shares worth $681K. The position accounts for 0.32% of the portfolio, ranked #51.

Wells Trecaso Financial Group first reported a position in AMGN in Q1 2018 and has held it in 31 quarters since. The position peaked at $745K in Q2 2025. 2,820 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Wells Trecaso Financial Group held 2,415 shares of Amgen worth $681K as of Q3 2025.
  • Wells Trecaso Financial Group sold 254 Amgen shares in Q3 2025, an estimated $73.7K.
  • Amgen made up 0.32% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #51 holding.
  • Wells Trecaso Financial Group first reported a position in Amgen in Q1 2018 and has held it in 31 quarters since.
  • Wells Trecaso Financial Group's Amgen position peaked at $745K in Q2 2025.
  • 2,820 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.