AMGN β€” AMGEN INC

Ownership history in ADVISORTRUST PARTNERS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which ADVISORTRUST PARTNERS, LLC reported a position in AMGEN INC (AMGN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.6% (2025 Q4)
πŸ“Š Avg. % of fund
1.6%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    AMGN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 11,139 β€” β€” 1.60% $3.6M $325.06

🏒 Other funds also holding AMGN

As of 2025 Q4 β€” sorted by position size

Round Hill Asset Management 3Y 7Y 8.47% Mizuho Markets Cayman LP 3Y 8.09% Oak Asset Management, LLC 3Y 7Y 6.41% JMAC ENTERPRISES LLC 3Y 5.66% GordonMD Global Investments LP 5.45% Smead Capital Management, Inc. 3Y 7Y 5.45% Ikarian Capital, LLC 3Y 5.11% Nepsis Inc. 3Y 7Y 5.1% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.97% Hofer & Associates. Inc 3Y 4.71%
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