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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

AMGN holding history

Amgen Inc in every 13F filed by Xcel 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of AMGN by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,460−100.0%Sold outHolders
Q4 20251,460$477.9K0.1%00.0%UnchangedHolders
Q3 20251,460$412.0K0.1%00.0%UnchangedHolders
Q2 20251,460$407.6K0.1%00.0%UnchangedHolders
Q1 20251,460$454.9K0.1%00.0%UnchangedHolders
Q4 20241,460$380.5K0.1%00.0%UnchangedHolders
Q3 20241,460$470.4K0.1%00.0%UnchangedHolders
Q2 20241,460$456.2K0.1%00.0%UnchangedHolders
Q1 20241,460$415.1K0.1%00.0%UnchangedHolders
Q4 20231,460$420.5K0.1%−50−3.3%ReducedHolders
Q3 20231,510$405.8K0.2%−5,736−79.2%ReducedHolders
Q2 20237,246$1.61M0.5%+41+0.6%AddedHolders
Q1 20237,205$1.74M0.6%+40+0.6%AddedHolders
Q4 20227,165$1.88M0.7%−73−1.0%ReducedHolders
Q3 20227,238$1.63M0.6%+33+0.5%AddedHolders
Q2 20227,205$1.75M0.6%−866−10.7%ReducedHolders
Q1 20228,071$1.95M0.5%−2,723−25.2%ReducedHolders
Q4 202110,794$2.43M0.6%+65+0.6%AddedHolders
Q3 202110,729$2.28M0.7%+32+0.3%AddedHolders
Q2 202110,697$2.61M0.8%−207−1.9%ReducedHolders
Q1 202110,904$2.71M1.0%––Holders

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