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Amgen shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Amgen

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

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Quarterly reported holdings in Amgen by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 762 282.22
2025-06-30 $214k 768 279.23
2025-03-31 $247k 793 311.57
2024-09-30 $227k 705 322.23
2024-06-30 $201k 644 312.47

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding Amgen

Vanguard Group
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State Street Corporation
Capital Research and Management Company - Division 3
Capital World Investors
Morgan Stanley
Charles Schwab Investment Management
Geode Capital Management
PRIMECAP Management Company
Wells Fargo & Company
Northern Trust
Capital Research Global Investors
Royal Bank of Canada
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Amgen