Amgen shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Amgen
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All positions including Amgen held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amgen by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $676k | 2.3k | 298.50 |
| 2025-03-31 | $695k | 2.2k | 311.55 |
| 2024-12-31 | $644k | 2.2k | 288.87 |
| 2024-09-30 | $719k | 2.2k | 322.21 |
| 2024-06-30 | $702k | 2.2k | 312.45 |
| 2024-03-31 | $634k | 2.2k | 284.32 |
| 2020-09-30 | $507k | 2.3k | 220.05 |
| 2020-06-30 | $580k | 2.3k | 251.74 |
| 2020-03-31 | $487k | 2.3k | 211.37 |
| 2019-12-31 | $522k | 2.3k | 222.89 |
| 2019-09-30 | $470k | 2.3k | 200.68 |
| 2019-06-30 | $432k | 2.3k | 184.46 |
| 2019-03-31 | $452k | 2.3k | 193.00 |
| 2018-12-31 | $456k | 2.3k | 194.71 |
| 2018-09-30 | $418k | 2.1k | 195.14 |
| 2016-12-31 | $270k | 1.8k | 146.34 |
| 2016-09-30 | $308k | 1.8k | 166.94 |
| 2016-06-30 | $355k | 2.3k | 152.10 |
| 2015-09-30 | $13k | 100 | 130.00 |
| 2015-06-30 | $15k | 100 | 150.00 |
| 2015-03-31 | $16k | 100 | 160.00 |
| 2014-12-31 | $16k | 100 | 160.00 |
More positions owned by Summit Financial Wealth Advisors
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