AMGN β€” AMGEN INC COM

Ownership history in SITTNER & NELSON, LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in AMGEN INC COM (AMGN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.37% (2020 Q4)
πŸ“Š Avg. % of fund
1.08%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

SITTNER & NELSON, LLC Γ— AMGN AI Analytics

πŸ“‰ SITTNER & NELSON, LLC underperformed the S&P 500 by –1.9% annually on this AMGN position. Timing score: 55% (11/20 decisions correct). Average cost basis: $199.28. Maximum drawdown during holding period: –18.5%.

πŸ“ˆ Position Alpha vs SPY
-1.9%
annualised excess return

⚠️ Trailed SPY by 1.9% ann. on this position.
20 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 20 add/trim decisions correct

πŸ’° Entry Quality
$199.28
+63.1% vs current ($325.06)

Best entry: $184.46 (2021 Q3)  Β·  Worst: $325.06 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–18.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

14 adds Β· 7 trims. Bought during 4 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMGN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,382 +106 +1.5% 1.00% $2.8M $325.06
2025 Q3 ADDED 7,276 +30 +0.4% 0.75% $2.1M $278.27
2025 Q2 REDUCED 7,246 -183 -2.5% 0.81% $2.0M $273.11
2025 Q1 ADDED 7,429 +6 +0.1% 0.99% $2.3M $302.07
2024 Q4 ADDED 7,423 +151 +2.1% 0.84% $1.9M $250.69
2024 Q3 REDUCED 7,272 -116 -1.6% 1.05% $2.3M $307.45
2024 Q2 ADDED 7,388 +5 +0.1% 1.14% $2.3M $296.07
2024 Q1 REDUCED 7,383 -140 -1.9% 1.06% $2.1M $267.52
2023 Q4 REDUCED 7,523 -20 -0.3% 1.16% $2.2M $268.90
2023 Q3 REDUCED 7,543 -264 -3.4% 1.17% $2.0M $248.96
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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