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Amgen shares owned by Caldwell Trust

Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Amgen

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All positions including Amgen held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amgen by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 31k 282.20
2021-12-31 $7.4M 33k 224.97
2021-09-30 $7.1M 34k 212.65
2021-06-30 $7.9M 32k 243.75
2021-03-31 $8.3M 33k 248.81
2020-12-31 $7.2M 31k 229.92
2020-09-30 $7.9M 31k 254.16
2020-06-30 $7.8M 33k 235.86
2020-03-31 $6.7M 33k 202.73
2019-12-31 $8.0M 33k 241.07