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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
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)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Kraneshares Tr Kfa Mount Lucas (KMLM)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Amgen

Vanguard Group
PRIMECAP Management Company
Charles Schwab Investment Management
Wells Fargo & Company
T. Rowe Price Associates
Royal Bank of Canada
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Bank of America Corporation
UBS Group
Goldman Sachs Group
Jpmorgan Chase & Co
Ubs Global Asset Management Americas
Barclays

View all funds holding Amgen