AMGEN INC · CUSIP 031162100 · CIK 96223
As of 2026-06-30, Jefferies Financial Group Inc. reported 239.78K AMGN (shares), valued at $86.83M, or 0.80% of its reported non-derivative portfolio. Filed 2026-08-17.
Verify history & sources →Shares increased 121.34%; reported value increased 127.80%, and weight changed +0.34 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 | 0.80% | 239,779 | SEC filing ↗Filed Aug 17, 2026 |
| Q1 2026 | 0.46% | 108,330 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.28% | 104,437 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.43% | 164,967 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 0.61% | 132,135 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.52% | 96,060 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 0.40% | 138,481 | SEC filing ↗Filed Feb 27, 2025Amended |
| Q3 2024 | 2.12% | 404,623 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 0.49% | 80,426 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 0.48% | 83,506 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.79% | 175,739 | SEC filing ↗Filed Feb 14, 2024Amended |
| Q3 2023 | 0.17% | 25,425 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.17% | 25,425 | $6.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.79% | 175,739 | $50.62M | Shares increased 591.21%; reported value increased 640.74%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.48% | 83,506 | $23.74M | Shares decreased 52.48%; reported value decreased 53.09%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.49% | 80,426 | $25.13M | Shares decreased 3.69%; reported value increased 5.84%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 2.12% | 404,623 | $130.37M | Shares increased 403.10%; reported value increased 418.81%, and weight changed +1.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 0.40% | 138,481 | $36.09M | Shares decreased 65.78%; reported value decreased 72.32%, and weight changed -1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 27, 2025 |
| Q1 2025 | 0.52% | 96,060 | $29.93M | Shares decreased 30.63%; reported value decreased 17.08%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 0.61% | 132,135 | $36.89M | Shares increased 37.55%; reported value increased 23.28%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.43% | 164,967 | $46.55M | Shares increased 24.85%; reported value increased 26.18%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.28% | 104,437 | $34.18M | Shares decreased 36.69%; reported value decreased 26.57%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 0.46% | 108,330 | $38.12M | Shares increased 3.73%; reported value increased 11.50%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.80% | 239,779 | $86.83M | Shares increased 121.34%; reported value increased 127.80%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 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.