PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in AMGN — Amgen Inc

CIK 1350660 FORT WAYNE, IN

Position in AMGN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$249,500

-$11,572 QoQ

Shares Held

689

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,686

of 3,140 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $4,779,706 across 6 Drug Manufacturers - General names. AMGN ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,337	$2,803,068
2	ABBV	AbbVie Inc.	2,721	$684,712
3	JNJ	Johnson & Johnson	2,228	$565,845
4	MRK	Merck & Co., Inc.	1,943	$249,675
5	AMGN	Amgen Inc This page	689	$249,500
6	GILD	Gilead Sciences, Inc.	1,796	$226,906

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,500	689	-7.1%	Shares	Sole	2026-08-03
2026-03-31	$261,072	742	-0.4%	Shares	Sole	2026-04-16
2025-12-31	$243,845	745	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$215,036	762	-0.8%	Shares	Sole	2025-10-24
2025-06-30	$214,433	768	-3.2%	Shares	Sole	2025-07-30
2025-03-31	$247,059	793	+12.5%	Shares	Sole	2025-04-30
2024-09-30	$227,158	705	+9.5%	Shares	Sole	2024-11-07
2024-06-30	$201,217	644	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.