Boit C F David AMGN AMGEN INC

Ownership history in Boit C F David  ·  19 quarters on record

AI Ownership Summary

Boit C F David reported AMGEN INC (AMGN) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.68% in 2023 Q4. The latest visible filing shows AMGN at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in AMGEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AMGN was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boit C F David held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,000 0% 0.62% $1.4M 2026-04-09 $352.93
2025 Q4 UNCHANGED 4,000 0% 0.56% $1.3M 2026-01-15 $325.30
2025 Q3 UNCHANGED 4,000 0% 0.51% $1.1M 2025-10-28 $285.87
2025 Q2 UNCHANGED 4,000 0% 0.54% $1.1M 2025-07-30 $292.58
2025 Q1 UNCHANGED 4,000 0% 0.63% $1.2M 2025-04-08 $269.70
2024 Q4 UNCHANGED 4,000 0% 0.42% $1.0M 2025-01-24 $262.92
2024 Q3 UNCHANGED 4,000 0% 0.63% $1.3M 2024-10-07 $300.63
2024 Q2 UNCHANGED 4,000 0% 0.65% $1.2M 2024-07-10 $302.52
2024 Q1 UNCHANGED 4,000 0% 0.61% $1.1M 2024-05-02 $259.97
2023 Q4 ADDED 4,000 +1,000 +33.3% 0.68% $1.2M 2024-01-24 $283.08
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and AMGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boit C F David reported owning AMGN?

Boit C F David reported AMGN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMGN position in Boit C F David's portfolio?

The largest reported portfolio weight for AMGN was 0.68% in 2023 Q4.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q1, when Boit C F David reported 4,000 shares, equal to 0.62% of portfolio, with an estimated market value of $1.4M.

What does the chart on this AMGN ownership page compare?

The chart compares Boit C F David's quarterly AMGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Boit C F David Holdings