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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

AMGN holding history

Amgen Inc in every 13F filed by Summit Wealth Partners, 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)
1,372
Value
$496.8K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of AMGN by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,372$496.8K0.1%00.0%UnchangedHolders
Q1 20261,372$482.7K0.1%+446+48.2%AddedHolders
Q4 2025926$303.1K0.1%−2−0.2%ReducedHolders
Q3 2025928$261.9K<0.1%−101−9.8%ReducedHolders
Q2 20251,029$287.3K0.1%−29−2.7%ReducedHolders
Q1 20251,058$329.6K0.1%+148+16.3%AddedHolders
Q4 2024910$237.2K<0.1%00.0%UnchangedHolders
Q3 2024910$293.2K0.1%+29+3.3%AddedHolders
Q2 2024881$275.3K0.1%00.0%UnchangedHolders
Q1 2024881$250.5K0.1%00.0%UnchangedHolders
Q4 2023881$253.7K0.1%00.0%UnchangedHolders
Q3 2023881$236.8K0.1%+881NewHolders
Q2 20230$00.0%−881−100.0%Sold outHolders
Q1 2023881$213.0K0.1%00.0%UnchangedHolders
Q4 2022881$231.4K0.1%+881NewHolders
Q3 20220$00.0%−922−100.0%Sold outHolders
Q2 2022922$224.3K0.1%00.0%UnchangedHolders
Q1 2022922$223.0K0.1%00.0%UnchangedHolders
Q4 2021922$207.4K<0.1%+922NewHolders
Q3 20210$00.0%−922−100.0%Sold outHolders
Q2 2021922$224.7K0.1%−4−0.4%ReducedHolders
Q1 2021926$230.4K0.1%––Holders

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