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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

AMGN holding history

Amgen Inc in every 13F filed by Circle Wealth Management, LLC, 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)
1,542
Value
$558.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMGN by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,542$558.5K<0.1%−5−0.3%ReducedHolders
Q1 20261,547$544.4K<0.1%−6−0.4%ReducedHolders
Q4 20251,553$508.4K<0.1%−17−1.1%ReducedHolders
Q3 20251,570$443.1K<0.1%+112+7.7%AddedHolders
Q2 20251,458$407.1K<0.1%+150+11.5%AddedHolders
Q1 20251,308$407.5K<0.1%+2+0.2%AddedHolders
Q4 20241,306$340.4K<0.1%−20−1.5%ReducedHolders
Q3 20241,326$427.3K<0.1%+1+0.1%AddedHolders
Q2 20241,325$413.9K<0.1%−645−32.7%ReducedHolders
Q1 20241,970$560.1K<0.1%+133+7.2%AddedHolders
Q4 20231,837$529.1K<0.1%−481−20.8%ReducedHolders
Q3 20232,318$623.0K<0.1%+282+13.9%AddedHolders
Q2 20232,036$451.9K0.1%+13+0.6%AddedHolders
Q1 20232,023$489.1K0.1%+11+0.5%AddedHolders
Q4 20222,012$528.3K0.1%−170−7.8%ReducedHolders
Q3 20222,182$492.0K0.1%−30−1.4%ReducedHolders
Q2 20222,212$538.0K0.1%−518−19.0%ReducedHolders
Q1 20222,730$660.0K0.1%−616−18.4%ReducedHolders
Q4 20213,346$753.0K0.1%+2+0.1%AddedHolders
Q3 20213,344$711.0K0.1%−1,480−30.7%ReducedHolders
Q2 20214,824$1.18M0.2%+7+0.1%AddedHolders
Q1 20214,817$1.20M0.2%––Holders

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