Position in AMGN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,340,568
+$143,223 QoQ
Shares Held
3,702
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,501
of 3,140 holders
Holding Since
Dec 2023
11 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, 2026Retirement Planning Group, LLC holds $14,111,185 across 9 Drug Manufacturers - General names. AMGN ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
20,922 | $5,313,560 | |
| 2 | ABBV |
AbbVie Inc.
|
11,531 | $2,901,660 | |
| 3 | LLY |
ELI LILLY & Co
|
1,938 | $2,324,495 | |
| 4 | AMGN |
Amgen Inc
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|
3,702 | $1,340,568 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,911 | $888,063 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,841 | $451,798 | |
| 7 | PFE |
Pfizer Inc
|
14,546 | $350,267 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,143 | $270,746 |
All Filings in AMGN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,568 | 3,702 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,197,345 | 3,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,044,446 | 3,191 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,002,092 | 3,551 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $768,385 | 2,752 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $845,235 | 2,713 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $854,377 | 3,278 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,131,923 | 3,513 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $271,519 | 869 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $319,860 | 1,125 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $346,200 | 1,202 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||