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Amgen shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Amgen

Tip: Access up to 7 years of quarterly data

All positions including Amgen held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amgen by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $237k 908 260.61
2024-09-30 $292k 906 322.12
2024-06-30 $336k 1.1k 312.50
2024-03-31 $318k 1.1k 284.38
2023-12-31 $224k 779 287.91

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Freedom 100 Em (FRDM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Equity Fd (DWM)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Amgen

Vanguard Group
BlackRock
State Street Corporation
PRIMECAP Management Company
Geode Capital Management
Charles Schwab Investment Management
Capital Research and Management Company - Division 3
Wells Fargo & Company
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Henderson Group
Royal Bank of Canada
Legal & General Group
Bank of America Corporation

View all funds holding Amgen