Skip to main content

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

AMGN holding history

Amgen Inc in every 13F filed by Castle 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)
3,594
Value
$1.30M
% of portfolio
0.4%
Quarters held
11
Since Q2 2022
Holdings of AMGN by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,594$1.30M0.4%+181+5.3%AddedHolders
Q1 20263,413$1.20M0.4%−38−1.1%ReducedHolders
Q4 20253,451$1.13M0.4%−675−16.4%ReducedHolders
Q3 20254,126$1.16M0.4%+114+2.8%AddedHolders
Q2 20254,012$1.12M0.4%+184+4.8%AddedHolders
Q1 20253,828$1.19M0.5%+147+4.0%AddedHolders
Q4 20243,681$959.3K0.4%+177+5.1%AddedHolders
Q3 20243,504$1.13M0.5%+2,207+170.2%AddedHolders
Q2 20241,297$405.1K0.2%+1,297NewHolders
Q4 20220$00.0%−461−100.0%Sold outHolders
Q3 2022461$104.0K0.1%−19−4.0%ReducedHolders
Q2 2022480$117.0K0.1%–No prior filingHolders