Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,072,752
-$190,529 QoQ
Shares Held
16,770
-5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#742
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $107,333,424 across 10 Drug Manufacturers - General names. AMGN ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
130,109 | $33,043,781 | |
| 2 | LLY |
ELI LILLY & Co
|
25,798 | $30,942,896 | |
| 3 | ABBV |
AbbVie Inc.
|
79,804 | $20,081,878 | |
| 4 | MRK |
Merck & Co., Inc.
|
91,089 | $11,704,936 | |
| 5 | AMGN |
Amgen Inc
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|
16,770 | $6,072,752 | |
| 6 | PFE |
Pfizer Inc
|
93,409 | $2,249,288 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,443 | $1,319,368 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
21,171 | $1,219,873 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,072,752 | 16,770 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,263,281 | 17,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,860,812 | 17,906 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,068,876 | 17,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,175,156 | 18,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,837,822 | 18,738 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,068,144 | 19,445 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,419,388 | 19,923 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,222,441 | 19,915 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,719,665 | 20,117 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,928,315 | 20,583 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,611,977 | 20,881 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,738,572 | 21,343 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $5,274,500 | 21,818 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,801,717 | 22,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,865,258 | 21,585 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,232,165 | 21,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,213,154 | 21,558 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,910,869 | 21,829 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,197,165 | 24,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,817,686 | 27,970 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,074,910 | 28,435 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,529,267 | 28,398 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,459,087 | 29,348 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,924,612 | 29,359 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,941,002 | 29,305 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||