Sax Wealth Advisors »

Amgen shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Amgen

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amgen by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $205k 655 312.29
2023-03-31 $280k 1.2k 241.78
2022-12-31 $303k 1.2k 262.73
2022-09-30 $335k 1.5k 225.59
2022-06-30 $396k 1.6k 242.94
2022-03-31 $394k 1.6k 242.01
2021-12-31 $366k 1.6k 224.95

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Amgen

Vanguard Group
BlackRock
State Street Corporation
PRIMECAP Management Company
Morgan Stanley
Geode Capital Management
Charles Schwab Investment Management
Wells Fargo & Company
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Henderson Group
T. Rowe Price Associates
Reed Conner & Birdwell

View all funds holding Amgen