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Zuckerman Investment Group’s Amgen AMGN Stock Holding History

Zuckerman Investment 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 		– Sell
-2,301
Closed -$642K – 160
2025
Q2 		$642K Buy
2,301
+476
+26% +$135K 0.06% 97
2025
Q1 		$569K Buy
1,825
+22
+1% +$6.5K 0.06% 105
2024
Q4 		$521K Buy
+1,803
New +$535K 0.05% 106

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

Zuckerman Investment Group's AMGN Position: Q3 2025 in Review

Zuckerman Investment Group sold out of Amgen (AMGN) in Q3 2025, closing a stake of 2,301 shares — an estimated $642K sold.

Zuckerman Investment Group first reported a position in AMGN in Q4 2024 and held it in 3 quarters. The position peaked at $642K in Q2 2025. 2,819 funds tracked by Wall St. Rank hold AMGN as of Q3 2025.

  • Zuckerman Investment Group reported no remaining Amgen position as of Q3 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 2,301 Amgen shares in Q3 2025, an estimated $642K.
  • Zuckerman Investment Group first reported a position in Amgen in Q4 2024 and held it in 3 quarters.
  • Zuckerman Investment Group's Amgen position peaked at $642K in Q2 2025.
  • 2,819 funds tracked by Wall St. Rank held Amgen as of Q3 2025.

Based on Zuckerman Investment Group's 13F filing for Q3 2025, filed 13 Nov 2025.