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Amgen shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Amgen (AMGN) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Amgen

Tip: Access up to 7 years of quarterly data

All positions including Amgen held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amgen by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 853 322.23
2024-06-30 $265k 847 312.47
2024-03-31 $235k 826 284.35
2023-12-31 $224k 776 287.95
2023-09-30 $208k 773 268.66

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Amgen

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
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
Royal Bank of Canada
Bank of America Corporation

View all funds holding Amgen