Amgen shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Amgen
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Quarterly reported holdings in Amgen by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $203k | 578 | 351.85 |
| 2025-06-30 | $201k | 719 | 279.21 |
| 2025-03-31 | $225k | 721 | 311.55 |
| 2024-09-30 | $230k | 714 | 322.21 |
| 2024-06-30 | $222k | 711 | 312.45 |
| 2024-03-31 | $233k | 819 | 284.32 |
| 2023-12-31 | $213k | 740 | 288.02 |
| 2021-06-30 | $202k | 827 | 244.26 |