AMGN AMGEN INCORPORATED

Ownership history in Lesa Sroufe & Co  ·  30 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported AMGEN INCORPORATED (AMGN) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.64% in 2025 Q1. The latest visible filing shows AMGN at 2.07% 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 Lesa Sroufe & Co's position in AMGEN INCORPORATED, 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
2025 Q4

AMGN was reported at 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Lesa Sroufe & Co held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,490 0% 2.07% $2.8M 2026-02-14 (Est.) $369.19
2025 Q3 UNCHANGED 8,490 0% 1.94% $2.4M 2025-10-23 $288.81
2025 Q2 UNCHANGED 8,490 0% 2.18% $2.4M 2025-07-29 $296.93
2025 Q1 UNCHANGED 8,490 0% 2.64% $2.6M 2025-04-18 $268.86
2024 Q3 UNCHANGED 8,490 0% 2.55% $2.7M 2024-10-16 $306.89
2024 Q2 UNCHANGED 8,490 0% 2.58% $2.7M 2024-07-09 $299.35
2024 Q1 UNCHANGED 8,490 0% 2.26% $2.4M 2024-05-06 $281.78
2023 Q4 UNCHANGED 8,490 0% 2.49% $2.4M 2024-02-01 $303.01
2023 Q3 UNCHANGED 8,490 0% 2.45% $2.3M 2023-10-19 $259.92
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Lesa Sroufe & Co and AMGN

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

How long has Lesa Sroufe & Co reported owning AMGN?

Lesa Sroufe & Co reported AMGN across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported AMGN position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for AMGN was 2.64% in 2025 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 8,490 shares, equal to 2.07% of portfolio, with an estimated market value of $2.8M.

What does the chart on this AMGN ownership page compare?

The chart compares Lesa Sroufe & Co'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 Lesa Sroufe & Co Holdings