SEC 13F Intelligence

Carolina Wealth Advisors, LLC / AMGN

Carolina Wealth Advisors, LLC’s Amgen Inc Position

Does Carolina Wealth Advisors, LLC own Amgen Inc (AMGN)? Yes — 13.0K shares worth $5M (+1.85% of its 13F portfolio) as of Q2 2026, down from 13.1K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
13.0K
% of Portfolio
+1.85%
Quarters Held
6
currently held

Position History AMGN

Reported value by quarter
Q1 ’25: $6,854Q1 ’25Q2 ’25: $73,711Q2 ’25Q3 ’25: $230,275Q3 ’25Q4 ’25: $352,840Q4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $5MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202613.0K$5M+1.85%
Q1 202613.1K$5M+1.91%
Q4 20251.1K$352,840+0.16%
Q3 2025816$230,275+0.10%
Q2 2025264$73,711+0.04%
Q1 202522$6,8540.00%

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