AMGN Amgen Incorporated

Ownership history in SS&H Financial Advisors, Inc.  ·  15 quarters on record

AI Ownership Summary

SS&H Financial Advisors, Inc. reported Amgen Incorporated (AMGN) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.72% in 2025 Q4. The latest visible filing shows AMGN at 1.72% 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 SS&H Financial Advisors, Inc.'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 1.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2025 Q4

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 SS&H Financial Advisors, Inc. 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 18,003 +2,700 +17.6% 1.72% $5.9M 2026-02-14 (Est.) $369.19
2025 Q3 ADDED 15,303 +3,375 +28.3% 1.31% $4.3M 2025-10-17 $294.65
2025 Q2 REDUCED 11,928 -1,150 -8.8% 1.11% $3.3M 2025-08-05 $293.52
2025 Q1 ADDED 13,078 +250 +1.9% 1.52% $4.1M 2025-04-10 $272.85
2024 Q4 ADDED 12,828 +998 +8.4% 1.22% $3.3M 2025-01-14 $256.90
2024 Q3 UNCHANGED 11,830 0% 1.39% $3.8M 2024-10-09 $307.64
2024 Q2 ADDED 11,830 +1,350 +12.9% 1.44% $3.7M 2024-09-10 $313.86
2024 Q1 ADDED 10,480 +1,640 +18.6% 1.24% $3.0M 2024-05-09 $294.37
2023 Q4 ADDED 8,840 +1,850 +26.5% 1.08% $2.5M 2024-02-13 $271.19
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SS&H Financial Advisors, Inc. and AMGN

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

How long has SS&H Financial Advisors, Inc. reported owning AMGN?

SS&H Financial Advisors, Inc. reported AMGN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMGN position in SS&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AMGN was 1.72% in 2025 Q4.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q4, when SS&H Financial Advisors, Inc. reported 18,003 shares, equal to 1.72% of portfolio, with an estimated market value of $5.9M.

What does the chart on this AMGN ownership page compare?

The chart compares SS&H Financial Advisors, Inc.'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 SS&H Financial Advisors, Inc. Holdings