WAM
AMGN icon

Worth Asset Management’s Amgen AMGN Stock Holding History

Worth Asset 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
2024
Q4 		– Sell
-1,027
Closed -$331K – 143
2024
Q3 		$331K Buy
+1,027
New +$336K 0.18% 93
2023
Q3 		– Sell
-20
Closed -$4.44K – 107
2023
Q2 		$4.44K Hold
20
– – ﹤0.01% 367
2023
Q1 		$4.83K Sell
20
-8
-29% -$1.96K ﹤0.01% 381
2022
Q4 		$7.35K Sell
28
-4
-13% -$1.07K 0.01% 330
2022
Q3 		$8K Sell
32
-5,715
-99% -$1.39M 0.01% 294
2022
Q2 		$1.4M Buy
5,747
+5,289
+1,155% +$1.3M 0.96% 20
2022
Q1 		$112K Buy
+458
New +$105K 0.07% 115

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Worth Asset Management's AMGN Position: Q4 2024 in Review

Worth Asset Management sold out of Amgen (AMGN) in Q4 2024, closing a stake of 1,027 shares — an estimated $331K sold.

Worth Asset Management first reported a position in AMGN in Q1 2022 and held it in 7 quarters. The position peaked at $1.4M in Q2 2022. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • Worth Asset Management reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • Worth Asset Management sold 1,027 Amgen shares in Q4 2024, an estimated $331K.
  • Worth Asset Management first reported a position in Amgen in Q1 2022 and held it in 7 quarters.
  • Worth Asset Management's Amgen position peaked at $1.4M in Q2 2022.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on Worth Asset Management's 13F filing for Q4 2024, filed 8 Jan 2025.