SEC 13F Intelligence

Capwealth Advisors, LLC / AMGN

Capwealth Advisors, LLC’s Amgen Inc Position

Does Capwealth Advisors, LLC own Amgen Inc (AMGN)? Yes — 58.0K shares worth $20M (+1.51% of its 13F portfolio) as of Q1 2026, up from 38.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
58.0K
% of Portfolio
+1.51%
Quarters Held
30
currently held

Position History AMGN

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $8MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $6MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $8MQ4 ’24Q1 ’25: $11MQ2 ’25: $10MQ3 ’25: $21MQ4 ’25: $12MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.0K$20M+1.51%
Q4 202538.0K$12M+0.85%
Q3 202573.3K$21M+0.80%
Q2 202536.9K$10M+1.01%
Q1 202535.1K$11M+1.18%
Q4 202429.8K$8M+0.85%
Q3 202429.4K$9M+1.03%
Q2 202428.2K$9M+1.11%
Q1 202430.2K$9M+0.96%
Q4 202330.0K$9M+1.05%
Q3 202329.6K$8M+1.02%
Q2 202329.3K$6M+0.79%
Q1 202329.3K$7M+0.88%
Q4 202229.8K$8M+0.92%
Q3 202229.5K$7M+0.88%
Q2 202229.3K$7M+0.86%
Q1 202227.8K$7M+0.69%
Q4 202127.6K$6M+0.63%
Q3 202127.0K$6M+0.63%
Q2 202149.9K$12M+1.32%
Q1 202148.5K$12M+1.37%
Q4 202047.4K$11M+1.30%
Q3 202046.7K$12M+1.59%
Q2 202046.1K$11M+1.54%
Q1 202043.7K$9M+1.56%
Q4 201942.3K$10M+1.28%
Q3 201941.8K$8M+1.08%
Q2 201937.0K$7M+0.98%
Q1 201933.3K$6M+0.97%
Q4 201828.9K$6M+0.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of AMGN.