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Amgen shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Amgen

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All positions including Amgen held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amgen by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $504k 1.9k 268.80
2023-06-30 $452k 2.0k 222.00
2023-03-31 $509k 2.1k 241.78
2022-12-31 $592k 2.3k 262.62
2022-09-30 $577k 2.6k 225.39
2022-06-30 $632k 2.6k 243.17
2022-03-31 $627k 2.6k 241.71
2021-12-31 $581k 2.6k 224.85
2021-09-30 $487k 2.3k 212.76
2021-06-30 $480k 2.0k 243.90
2021-03-31 $478k 1.9k 248.70
2020-12-31 $438k 1.9k 230.04
2020-09-30 $420k 1.7k 254.39
2020-06-30 $389k 1.7k 235.76
2020-03-31 $334k 1.6k 202.67
2019-12-31 $356k 1.5k 240.87
2019-09-30 $286k 1.5k 193.77
2019-06-30 $287k 1.6k 183.97
2019-03-31 $312k 1.6k 189.78
2018-12-31 $286k 1.5k 194.43
2018-09-30 $273k 1.3k 206.97
2018-06-30 $243k 1.3k 184.37
2018-03-31 $285k 1.7k 170.66
2017-12-31 $305k 1.8k 173.79
2017-09-30 $348k 1.9k 186.50
2017-06-30 $261k 1.5k 172.05
2017-03-31 $264k 1.6k 163.98
2016-12-31 $250k 1.7k 146.11
2016-09-30 $302k 1.8k 166.94
2016-06-30 $279k 1.8k 152.38
2016-03-31 $289k 1.9k 150.13
2015-09-30 $232k 1.7k 138.42
2015-06-30 $262k 1.7k 153.49
2015-03-31 $353k 2.2k 159.87
2014-12-31 $351k 2.2k 159.26
2014-09-30 $210k 1.5k 140.75

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Flexshares Tr Stoxx Globr Inf (NFRA)
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Flexshares Tr M Star Dev Mkt (TLTD)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Amgen

Vanguard Group
PRIMECAP Management Company
Charles Schwab Investment Management
Wells Fargo & Company
T. Rowe Price Associates
Royal Bank of Canada
Bank of New York Mellon
Norges Bank Investment Management
Legal & General Group
Bank of America Corporation
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Barclays

View all funds holding Amgen