Capital Planning Advisors, LLC
- SEC CIK
- 0001631941
- Latest filing
- May 14, 2026
AMGN holding history
Amgen Inc in every 13F filed by Capital Planning Advisors, 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 Q1 2026 holdings
- Shares (Q1 2026)
- 578
- Value
- $203.4K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 578 | $203.4K | <0.1% | +578 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −719−100.0% | Sold out | Holders |
| Q2 2025 | 719 | $200.8K | <0.1% | −2−0.3% | Reduced | Holders |
| Q1 2025 | 721 | $224.6K | <0.1% | +721 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −714−100.0% | Sold out | Holders |
| Q3 2024 | 714 | $230.1K | <0.1% | +3+0.4% | Added | Holders |
| Q2 2024 | 711 | $222.2K | <0.1% | −108−13.2% | Reduced | Holders |
| Q1 2024 | 819 | $232.9K | <0.1% | +79+10.7% | Added | Holders |
| Q4 2023 | 740 | $213.1K | <0.1% | +740 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −827−100.0% | Sold out | Holders |
| Q2 2021 | 827 | $202.0K | <0.1% | +827 | New | Holders |