Position in AMGN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,323,186
+$59,341 QoQ
Shares Held
3,654
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,513
of 3,140 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Derivatives in AMGN
reported options exposure · as of Jun 30, 2026CallValue
$36,212
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. AMGN ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
This page
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in AMGN
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,212 | 100 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $1,323,186 | 3,654 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $34,900 | 10,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $1,263,845 | 3,592 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,440,491 | 4,401 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $32,731 | 100 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $1,196,810 | 4,241 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $28,220 | 10,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $1,646,780 | 5,898 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $7,719,374 | 29,617 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $10,894,242 | 33,811 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $12,537,681 | 40,127 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $12,284,614 | 43,207 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,572,355 | 40,179 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $11,612,313 | 43,207 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $22,154,931 | 99,788 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,981,979 | 37,154 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $9,602,381 | 36,561 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $9,501,511 | 42,154 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $7,332,575 | 30,138 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,102,085 | 25,234 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $5,306,142 | 23,586 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,155,061 | 24,242 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $7,672,031 | 31,475 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $7,351,340 | 29,546 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,235,276 | 22,770 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,514,523 | 13,828 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,257,225 | 13,810 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,702,119 | 8,396 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||