AMGEN INC · CUSIP 031162100 · CIK 1801868
As of 2026-06-30, SteelPeak Wealth, LLC reported 188.79K AMGN (shares), valued at $68.36M, or 1.80% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 38.97%; reported value increased 43.03%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.80% | 188,790 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 1.50% | 135,846 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 1.25% | 115,728 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 0.86% | 90,339 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 1.56% | 143,292 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 0.41% | 30,623 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 0.67% | 62,200 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 1.49% | 104,572 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 0.45% | 30,746 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 1.05% | 71,897 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 1.77% | 104,698 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 0.66% | 39,044 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.66% | 39,044 | $10.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 1.77% | 104,698 | $30.16M | Shares increased 168.15%; reported value increased 187.37%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 1.05% | 71,897 | $20.44M | Shares decreased 31.33%; reported value decreased 32.21%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 0.45% | 30,746 | $9.61M | Shares decreased 57.24%; reported value decreased 53.00%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 1.49% | 104,572 | $33.69M | Shares increased 240.12%; reported value increased 250.73%, and weight changed +1.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 0.67% | 62,200 | $16.21M | Shares decreased 40.52%; reported value decreased 51.89%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 0.41% | 30,623 | $9.54M | Shares decreased 50.77%; reported value decreased 41.15%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 1.56% | 143,292 | $40.01M | Shares increased 367.92%; reported value increased 319.35%, and weight changed +1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.86% | 90,339 | $25.49M | Shares decreased 36.95%; reported value decreased 36.28%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 1.25% | 115,728 | $37.88M | Shares increased 28.10%; reported value increased 48.58%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.50% | 135,846 | $47.80M | Shares increased 17.38%; reported value increased 26.18%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 1.80% | 188,790 | $68.36M | Shares increased 38.97%; reported value increased 43.03%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.