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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

AMGN holding history

Amgen Inc in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMGN overviewAll 13F holders of AMGNFull Q2 2026 holdings

Shares (Q2 2026)
257
Value
$93.1K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of AMGN by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257$93.1K<0.1%+234+1,017.4%AddedHolders
Q1 202623$8.09K<0.1%00.0%UnchangedHolders
Q4 202523$7.53K<0.1%+20+666.7%AddedHolders
Q3 20253$847<0.1%+1+50.0%AddedHolders
Q2 20252$558<0.1%+2NewHolders
Q4 20230$00.0%−210−100.0%Sold outHolders
Q3 2023210$56.4K<0.1%00.0%UnchangedHolders
Q2 2023210$46.6K<0.1%−16−7.1%ReducedHolders
Q1 2023226$54.6K<0.1%−18−7.4%ReducedHolders
Q4 2022244$64.1K<0.1%−16−6.2%ReducedHolders
Q3 2022260$59.0K<0.1%−219−45.7%ReducedHolders
Q2 2022479$117.0K<0.1%−65−11.9%ReducedHolders
Q1 2022544$132.0K<0.1%−5,394−90.8%ReducedHolders
Q4 20215,938$1.34M0.3%−5,538−48.3%ReducedHolders
Q3 202111,476$2.44M0.6%−14−0.1%ReducedHolders
Q2 202111,490$2.80M0.7%−481−4.0%ReducedHolders
Q1 202111,971$2.98M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.