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Whalen Wealth Management’s Amgen AMGN Stock Holding History

Whalen Wealth 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
Q3 		– Sell
-1,343
Closed -$375K – 178
2025
Q2 		$375K Buy
+1,343
New +$380K 0.24% 120
2024
Q3 		– Sell
-2,248
Closed -$702K – 117
2024
Q2 		$702K Buy
2,248
+1,177
+110% +$346K 0.56% 36
2024
Q1 		$305K Buy
+1,071
New +$313K 0.23% 69

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

Whalen Wealth Management's AMGN Position: Q3 2025 in Review

Whalen Wealth Management sold out of Amgen (AMGN) in Q3 2025, closing a stake of 1,343 shares — an estimated $375K sold.

Whalen Wealth Management first reported a position in AMGN in Q1 2024 and held it in 3 quarters. The position peaked at $702K in Q2 2024. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Whalen Wealth Management reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,343 Amgen shares in Q3 2025, an estimated $375K.
  • Whalen Wealth Management first reported a position in Amgen in Q1 2024 and held it in 3 quarters.
  • Whalen Wealth Management's Amgen position peaked at $702K in Q2 2024.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.