HOGE FINANCIAL SERVICES, LLC AMGN — AMGEN INC

Ownership history in HOGE FINANCIAL SERVICES, LLC  ·  6 quarters on record

AI Ownership Summary

HOGE FINANCIAL SERVICES, LLC reported AMGEN INC (AMGN) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows AMGN at 0.10% 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.

What this AMGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOGE FINANCIAL SERVICES, 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 Q2

AMGN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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 Q2

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 HOGE FINANCIAL SERVICES, LLC fund profile HOGE FINANCIAL SERVICES, LLC full holdings
How HOGE FINANCIAL SERVICES, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 601 +12 +2.0% 0.10% $218K 2026-07-29 $385.39
2026 Q1 REDUCED 22.0% +3.2% ❌ 589 -166 -22.0% 0.11% $208K 2026-04-20 $345.52
2025 Q4 ADDED — — — 755 +18 +2.4% 0.13% $247K 2026-01-29 $336.06
2025 Q2 ADDED — — — 737 +49 +7.1% 0.13% $208K 2025-07-31 $284.82
2025 Q1 ADDED — — — 688 +57 +9.0% 0.15% $214K 2025-04-21 $261.84
2024 Q3 INITIATED — — — 631 — — 0.15% $203K 2024-11-12 $281.37

🏢 Other funds also holding AMGN

As of 2026 Q3 — sorted by position size

Bridgelight Financial Advisors, Inc. 7.55% Oak Asset Management, LLC 3Y 7Y 7.49% Kelsey Financial, LLC 7.25% JMAC ENTERPRISES LLC 3Y 6.45% Nepsis Inc. 3Y 7Y 6.24% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 5.67% Smead Capital Management, Inc. 3Y 7Y 5.25% Eliot Finkel Investment Counsel, LLC 3Y 7Y 5.25% OBSIDIAN CIO, LLC 3Y 5.14% Birch Capital Management, LLC 3Y 5.02%

FAQ About HOGE FINANCIAL SERVICES, 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 HOGE FINANCIAL SERVICES, LLC reported owning AMGN?

HOGE FINANCIAL SERVICES, LLC reported AMGN across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AMGN position in HOGE FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for AMGN was 0.15% in 2024 Q3.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q2, when HOGE FINANCIAL SERVICES, LLC reported 601 shares, equal to 0.10% of portfolio, with an estimated market value of $218K.

What does the chart on this AMGN ownership page compare?

The chart compares HOGE FINANCIAL SERVICES, 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 HOGE FINANCIAL SERVICES, LLC time their AMGN position?

Based on 13F filing dates vs. subsequent AMGN price moves, HOGE FINANCIAL SERVICES, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AMGN relative to SPY over the holding period was +5.6%.

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