Amgen shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Amgen
Tip: Access up to 7 years of quarterly data
All positions including Amgen held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amgen by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 928 | 282.20 |
| 2025-06-30 | $287k | 1.0k | 279.21 |
| 2025-03-31 | $330k | 1.1k | 311.55 |
| 2024-12-31 | $237k | 910 | 260.64 |
| 2024-09-30 | $293k | 910 | 322.21 |
| 2024-06-30 | $275k | 881 | 312.45 |
| 2024-03-31 | $251k | 881 | 284.32 |
| 2023-12-31 | $254k | 881 | 288.02 |
| 2023-09-30 | $237k | 881 | 268.76 |
| 2023-03-31 | $213k | 881 | 241.75 |
| 2022-12-31 | $231k | 881 | 262.64 |
| 2022-06-30 | $224k | 922 | 243.30 |
| 2022-03-31 | $223k | 922 | 241.82 |
| 2021-12-31 | $207k | 922 | 224.97 |
| 2021-06-30 | $225k | 922 | 243.75 |
| 2021-03-31 | $230k | 926 | 248.81 |
| 2020-12-31 | $212k | 922 | 229.92 |
| 2020-09-30 | $234k | 922 | 254.16 |
| 2020-06-30 | $218k | 922 | 235.86 |