AMGN β€” Amgen Incorporated

Ownership history in U S WEALTH GROUP, LLC.  Β·  5 quarters on record

AI Ownership Summary

U S WEALTH GROUP, LLC. reported Amgen Incorporated (AMGN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.85% in 2025 Q1. The latest visible filing shows AMGN at 1.77% 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 U S WEALTH GROUP, LLC.'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 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% 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
2024 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 U S WEALTH GROUP, LLC. held AMGN β€” position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,187 -194 -2.3% 1.77% $2.7M 2026-02-14 (Est.) $369.19
2025 Q3 ADDED 8,381 +549 +7.0% 1.55% $2.4M 2025-11-18 $339.20
2025 Q2 ADDED 7,832 +321 +4.3% 1.70% $2.2M 2025-08-15 $289.99
2025 Q1 REDUCED 7,511 -228 -2.9% 1.85% $2.3M 2025-05-15 $263.43
2024 Q4 INITIATED 7,739 β€” β€” 1.52% $2.0M 2025-02-13 $285.63

FAQ About U S WEALTH GROUP, 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 U S WEALTH GROUP, LLC. reported owning AMGN?

U S WEALTH GROUP, LLC. reported AMGN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AMGN position in U S WEALTH GROUP, LLC.'s portfolio?

The largest reported portfolio weight for AMGN was 1.85% in 2025 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q4, when U S WEALTH GROUP, LLC. reported 8,187 shares, equal to 1.77% of portfolio, with an estimated market value of $2.7M.

What does the chart on this AMGN ownership page compare?

The chart compares U S WEALTH GROUP, 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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