ZEGA Investments’s Amgen AMGN Stock Holding History

ZEGA Investments’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	–	Sell	-2,176	Closed	-$599K	–	139
2024 Q4	$599K	Buy	+2,176	New	+$646K	0.15%	73

Other funds holding AMGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

ZEGA Investments's AMGN Position: Q1 2025 in Review

ZEGA Investments sold out of Amgen (AMGN) in Q1 2025, closing a stake of 2,176 shares — an estimated $599K sold.

ZEGA Investments first reported a position in AMGN in Q4 2024 and held it in 1 quarter. The position peaked at $599K in Q4 2024. 2,927 funds tracked by Wall St. Rank hold AMGN as of Q1 2025.

ZEGA Investments reported no remaining Amgen position as of Q1 2025 after selling out during the quarter.
ZEGA Investments sold 2,176 Amgen shares in Q1 2025, an estimated $599K.
ZEGA Investments first reported a position in Amgen in Q4 2024 and held it in 1 quarter.
ZEGA Investments's Amgen position peaked at $599K in Q4 2024.
2,927 funds tracked by Wall St. Rank held Amgen as of Q1 2025.

Based on ZEGA Investments's 13F filing for Q1 2025, filed 14 May 2025.