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Zynergy Retirement Planning’s Amgen AMGN Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-40
Closed -$10.4K – 26
2025
Q1 		$10.4K Hold
40
– – 0.01% 85
2024
Q4 		$12.9K Hold
40
– – 0.01% 73
2024
Q3 		$12.9K Sell
40
-50
-56% -$16.4K 0.01% 73
2024
Q2 		$28.1K Buy
+90
New +$26.4K 0.02% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zynergy Retirement Planning's AMGN Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Amgen (AMGN) in Q2 2025, closing a stake of 40 shares — an estimated $10.4K sold.

Zynergy Retirement Planning first reported a position in AMGN in Q2 2024 and held it in 4 quarters. The position peaked at $28.1K in Q2 2024. 2,852 funds tracked by Wall St. Rank hold AMGN as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Amgen position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 40 Amgen shares in Q2 2025, an estimated $10.4K.
  • Zynergy Retirement Planning first reported a position in Amgen in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Amgen position peaked at $28.1K in Q2 2024.
  • 2,852 funds tracked by Wall St. Rank held Amgen as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.