Amgen shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Amgen
Tip: Access up to 7 years of quarterly data
All positions including Amgen held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Amgen by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $508k | 1.6k | 327.31 |
| 2025-09-30 | $418k | 1.5k | 282.20 |
| 2025-06-30 | $413k | 1.5k | 279.21 |
| 2025-03-31 | $461k | 1.5k | 311.55 |
| 2024-12-31 | $365k | 1.4k | 260.64 |
| 2024-09-30 | $451k | 1.4k | 322.21 |
| 2024-06-30 | $437k | 1.4k | 312.45 |
| 2024-03-31 | $398k | 1.4k | 284.32 |
| 2023-09-30 | $376k | 1.4k | 268.76 |
| 2023-06-30 | $336k | 1.5k | 222.02 |
| 2023-03-31 | $339k | 1.4k | 241.75 |
| 2022-12-31 | $368k | 1.4k | 262.64 |
| 2022-09-30 | $316k | 1.4k | 225.71 |
| 2022-06-30 | $341k | 1.4k | 243.57 |
| 2022-03-31 | $339k | 1.4k | 242.14 |
| 2021-12-31 | $315k | 1.4k | 225.00 |
| 2021-09-30 | $298k | 1.4k | 212.86 |
| 2021-06-30 | $341k | 1.4k | 243.57 |
| 2021-03-31 | $348k | 1.4k | 248.57 |
| 2020-12-31 | $330k | 1.4k | 229.97 |
| 2020-09-30 | $356k | 1.4k | 254.29 |
| 2020-06-30 | $330k | 1.4k | 235.71 |
| 2020-03-31 | $284k | 1.4k | 202.86 |
| 2019-12-31 | $345k | 1.4k | 241.26 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies