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Waterford Advisors, LLC

SEC CIK
0001960657
Latest filing
Aug 14, 2026

AMGN holding history

Amgen Inc in every 13F filed by Waterford 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)
1,000
Value
$362.1K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of AMGN by Waterford Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,000$362.1K0.1%00.0%UnchangedHolders
Q1 20261,000$349.0K0.1%−41−3.9%ReducedHolders
Q4 20251,041$340.7K0.1%00.0%UnchangedHolders
Q3 20251,041$293.8K0.1%+582+126.8%AddedHolders
Q2 2025459$290.7K0.1%−582−55.9%ReducedHolders
Q1 20251,041$324.3K0.1%00.0%UnchangedHolders
Q4 20241,041$271.3K0.1%00.0%UnchangedHolders
Q3 20241,041$335.4K0.2%00.0%UnchangedHolders
Q2 20241,041$325.3K0.1%00.0%UnchangedHolders
Q1 20241,041$296.0K0.1%−37−3.4%ReducedHolders
Q4 20231,078$310.5K0.1%00.0%UnchangedHolders
Q3 20231,078$289.7K0.2%+1,078NewHolders
Q2 20230$00.0%−1,184−100.0%Sold outHolders
Q1 20231,184$286.0K0.2%+6+0.5%AddedHolders
Q4 20221,178$309.0K0.2%–No prior filingHolders