AMGN AMGEN INC

Ownership history in Processus Wealth & Capital Management, LLC  ·  9 quarters on record

AI Ownership Summary

Processus Wealth & Capital Management, LLC reported AMGEN INC (AMGN) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.56% in 2024 Q2. The latest visible filing shows AMGN at 2.32% 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 Processus Wealth & Capital Management, 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
2025 Q4

AMGN was reported at 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% 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 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 Processus Wealth & Capital Management, LLC 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 ADDED 10,755 +163 +1.5% 2.32% $3.5M 2026-02-14 (Est.) $369.19
2025 Q3 ADDED 10,592 +246 +2.4% 2.14% $3.0M 2025-11-04 $292.57
2025 Q2 ADDED 10,346 +1,934 +23.0% 2.28% $2.9M 2025-07-16 $292.49
2025 Q1 ADDED 8,412 +185 +2.2% 2.23% $2.6M 2025-04-30 $282.07
2024 Q4 REDUCED 8,227 -696 -7.8% 1.71% $2.1M 2025-02-04 $277.98
2024 Q3 REDUCED 8,923 -959 -9.7% 2.37% $2.9M 2024-11-01 $304.59
2024 Q2 ADDED 9,882 +123 +1.3% 2.56% $3.1M 2024-07-24 $318.02
2024 Q1 ADDED 9,759 +1,293 +15.3% 2.46% $2.8M 2024-04-16 $249.94
2023 Q4 INITIATED 8,466 2.44% $2.4M 2024-03-05 $260.30

FAQ About Processus Wealth & Capital Management, 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 Processus Wealth & Capital Management, LLC reported owning AMGN?

Processus Wealth & Capital Management, LLC reported AMGN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMGN position in Processus Wealth & Capital Management, LLC's portfolio?

The largest reported portfolio weight for AMGN was 2.56% in 2024 Q2.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q4, when Processus Wealth & Capital Management, LLC reported 10,755 shares, equal to 2.32% of portfolio, with an estimated market value of $3.5M.

What does the chart on this AMGN ownership page compare?

The chart compares Processus Wealth & Capital Management, 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.

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