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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

AMGN holding history

Amgen Inc in every 13F filed by Heritage Wealth Advisors, 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)
1,607
Value
$581.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMGN by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,607$581.9K<0.1%+180+12.6%AddedHolders
Q1 20261,427$502.1K<0.1%−452−24.1%ReducedHolders
Q4 20251,879$615.0K<0.1%−94−4.8%ReducedHolders
Q3 20251,973$556.8K<0.1%00.0%UnchangedHolders
Q2 20251,973$550.9K<0.1%00.0%UnchangedHolders
Q1 20251,973$614.7K<0.1%−1,150−36.8%ReducedHolders
Q4 20243,123$814.0K<0.1%−104−3.2%ReducedHolders
Q3 20243,227$1.04M<0.1%+134+4.3%AddedHolders
Q2 20243,093$966.4K<0.1%−406−11.6%ReducedHolders
Q1 20243,499$994.8K<0.1%−100−2.8%ReducedHolders
Q4 20233,599$1.04M0.1%−150−4.0%ReducedHolders
Q3 20233,749$1.01M0.1%−230−5.8%ReducedHolders
Q2 20233,979$883.4K<0.1%−37−0.9%ReducedHolders
Q1 20234,016$970.9K0.1%+15+0.4%AddedHolders
Q4 20224,001$1.05M0.1%+55+1.4%AddedHolders
Q3 20223,946$889.4K0.1%−127−3.1%ReducedHolders
Q2 20224,073$991.0K0.1%+190+4.9%AddedHolders
Q1 20223,883$939.0K0.1%−513−11.7%ReducedHolders
Q4 20214,396$989.0K0.1%+295+7.2%AddedHolders
Q3 20214,101$872.1K0.1%00.0%UnchangedHolders
Q2 20214,101$999.6K0.1%00.0%UnchangedHolders
Q1 20214,101$1.02M0.1%––Holders

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