Position in AMGN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,094,490
+$188,252 QoQ
Shares Held
11,307
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#929
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Smith Salley Wealth Management holds $107,302,312 across 8 Drug Manufacturers - General names. AMGN ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
159,074 | $40,029,381 | |
| 2 | LLY |
ELI LILLY & Co
|
23,731 | $28,463,675 | |
| 3 | JNJ |
Johnson & Johnson
|
63,130 | $16,033,126 | |
| 4 | AZN |
Astrazeneca PLC
|
61,200 | $11,604,744 | |
| 5 | MRK |
Merck & Co., Inc.
|
45,198 | $5,807,943 | |
| 6 | AMGN |
Amgen Inc
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|
11,307 | $4,094,490 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
11,437 | $658,999 | |
| 8 | NVS |
Novartis AG
|
3,892 | $609,954 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,094,490 | 11,307 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,906,238 | 11,102 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,530,365 | 10,786 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,035,343 | 10,756 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,988,384 | 10,703 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,365,674 | 10,803 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,867,376 | 14,838 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,784,174 | 14,848 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,556,458 | 14,583 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,126,051 | 14,512 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,207,401 | 18,080 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $4,988,185 | 18,560 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $4,134,456 | 18,622 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $3,487,485 | 14,426 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,734,477 | 14,219 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,927,819 | 17,426 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,221,254 | 17,350 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $4,031,138 | 16,670 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $3,634,840 | 16,157 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $3,534,030 | 16,619 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,865,874 | 15,860 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $3,946,624 | 15,862 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,588,130 | 15,606 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,981,924 | 15,667 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,666,678 | 15,546 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $3,022,703 | 14,910 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||