AMGN AMGEN COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  63 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported AMGEN COM (AMGN) in 63 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.14% in 2024 Q2. The latest visible filing shows AMGN at 0.99% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in AMGEN COM, 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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2024 Q2

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 LVM CAPITAL MANAGEMENT LTD/MI held AMGN — position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 29,729 -478 -1.6% 0.99% $10.5M 2026-05-15 (Est.) $349.82
2025 Q4 REDUCED 30,207 -81 -0.3% 0.92% $9.9M 2026-01-12 $323.30
2025 Q3 REDUCED 30,288 -333 -1.1% 0.82% $8.5M 2025-10-09 $291.32
2025 Q2 REDUCED 30,621 -350 -1.1% 0.89% $8.6M 2025-07-02 $290.36
2025 Q1 REDUCED 30,971 -9,700 -23.8% 1.07% $9.6M 2025-04-08 $271.73
2024 Q4 REDUCED 40,671 -19,490 -32.4% 1.14% $10.6M 2025-01-10 $252.22
2024 Q3 UNCHANGED 60,161 0% 2.14% $18.8M 2024-10-03 $302.93
2024 Q2 ADDED 60,161 +304 +0.5% 2.14% $18.8M 2024-07-16 $315.68
2024 Q1 ADDED 59,857 +2,320 +4.0% 2.01% $17.0M 2024-04-15 $249.82
2023 Q4 ADDED 57,537 +358 +0.6% 2.12% $16.6M 2024-01-12 $286.16
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and AMGN

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning AMGN?

LVM CAPITAL MANAGEMENT LTD/MI reported AMGN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMGN position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for AMGN was 2.14% in 2024 Q2.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 29,729 shares, equal to 0.99% of portfolio, with an estimated market value of $10.5M.

What does the chart on this AMGN ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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.

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