Greystone Financial Group, LLC AMGN — AMGEN INC

Ownership history in Greystone Financial Group, LLC  ·  8 quarters on record

AI Ownership Summary

Greystone Financial Group, LLC reported AMGEN INC (AMGN) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.63% in 2026 Q1. The latest visible filing shows AMGN at 2.63% 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 Greystone Financial Group, LLC'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 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

AMGN stock page Greystone Financial Group, LLC fund profile Greystone Financial Group, LLC full holdings
How Greystone Financial Group, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 26,440 -18,452 -41.1% 2.63% $9.3M 2026-04-24 $344.55
2025 Q4 REDUCED 6.6% +8.2% ❌ 44,892 -3,197 -6.6% 2.29% $14.7M 2026-01-27 $348.90
2025 Q3 ADDED — — — 48,089 +2,552 +5.6% 2.10% $13.6M 2025-10-22 $291.86
2025 Q2 ADDED — — — 45,537 +14,940 +48.8% 2.09% $12.7M 2025-08-07 $278.48
2025 Q1 ADDED — — — 30,597 +6,204 +25.4% 1.73% $9.5M 2025-04-14 $284.98
2024 Q4 ADDED — — — 24,393 +4,979 +25.6% 1.11% $6.4M 2025-02-03 $277.84
2024 Q3 ADDED — — — 19,414 +17,331 +832.0% 1.12% $6.3M 2024-10-22 $305.01
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMGN

As of 2026 Q1 — sorted by position size

Oak Asset Management, LLC 3Y 7Y 7.03% Nepsis Inc. 3Y 7Y 5.66% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.5% Hofer & Associates. Inc 3Y 5.17% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.74% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 4.63% Birch Capital Management, LLC 3Y 4.59% O'Keefe Stevens Advisory, Inc. 3Y 4.5% EDMP, INC. 3Y 7Y 4.42% Barnes Dennig Private Wealth Management LLC 4.08%

FAQ About Greystone Financial Group, LLC and AMGN

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

How long has Greystone Financial Group, LLC reported owning AMGN?

Greystone Financial Group, LLC reported AMGN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AMGN position in Greystone Financial Group, LLC's portfolio?

The largest reported portfolio weight for AMGN was 2.63% in 2026 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q1, when Greystone Financial Group, LLC reported 26,440 shares, equal to 2.63% of portfolio, with an estimated market value of $9.3M.

What does the chart on this AMGN ownership page compare?

The chart compares Greystone Financial Group, LLC'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.

How well did Greystone Financial Group, LLC time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, Greystone Financial Group, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on AMGN relative to SPY over the holding period was -6.3%.

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