AMGN β€” AMGEN INC

Ownership history in Watts Gwilliam & Co., LLC  Β·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported AMGEN INC (AMGN) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.69% in 2024 Q1. The latest visible filing shows AMGN at 0.86% 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 Watts Gwilliam & Co., 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 Q3

AMGN was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.69% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Watts Gwilliam & Co., LLC held AMGN β€” position size vs. price
% of Fund (quarterly)    AMGN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 18,933 β€” 0% 0.86% $5.3M 2025-11-14 (Est.) $332.05
2025 Q2 ADDED 18,933 +1,193 +6.7% 0.86% $5.2M 2025-09-19 $281.44
2025 Q1 ADDED 17,740 +89 +0.5% 1.20% $5.5M 2025-05-13 $262.22
2024 Q4 ADDED 17,651 +128 +0.7% 0.98% $4.6M 2025-01-10 $252.22
2024 Q3 REDUCED 17,523 -58 -0.3% 1.21% $5.6M 2024-10-09 $307.64
2024 Q1 INITIATED 17,581 β€” β€” 1.69% $5.5M 2024-05-15 $300.18

FAQ About Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC reported owning AMGN?

Watts Gwilliam & Co., LLC reported AMGN across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AMGN position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for AMGN was 1.69% in 2024 Q1.

What is the latest reported AMGN position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 18,933 shares, equal to 0.86% of portfolio, with an estimated market value of $5.3M.

What does the chart on this AMGN ownership page compare?

The chart compares Watts Gwilliam & Co., 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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