Skip to main content

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

AMGN holding history

Amgen Inc in every 13F filed by Sax Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
1,862
Value
$655.2K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of AMGN by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,862$655.2K<0.1%+431+30.1%AddedHolders
Q1 20261,431$468.4K<0.1%00.0%UnchangedHolders
Q4 20251,431$468.4K<0.1%+67+4.9%AddedHolders
Q3 20251,364$385.0K<0.1%+110+8.8%AddedHolders
Q2 20251,254$350.0K<0.1%+217+20.9%AddedHolders
Q1 20251,037$323.1K<0.1%+69+7.1%AddedHolders
Q4 2024968$252.2K<0.1%+968NewHolders
Q3 20240$00.0%−655−100.0%Sold outHolders
Q2 2024655$204.6K<0.1%+655NewHolders
Q2 20230$00.0%−1,156−100.0%Sold outHolders
Q1 20231,156$279.5K0.1%+2+0.2%AddedHolders
Q4 20221,154$303.2K0.1%−331−22.3%ReducedHolders
Q3 20221,485$335.0K0.1%−145−8.9%ReducedHolders
Q2 20221,630$396.0K0.1%+2+0.1%AddedHolders
Q1 20221,628$394.0K0.1%+1+0.1%AddedHolders
Q4 20211,627$366.0K0.1%+1,627NewHolders