Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,230,647
+$117,169 QoQ
Shares Held
11,683
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#923
of 3,149 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. AMGN ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
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|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,230,647 | 11,683 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,113,478 | 11,691 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,821,998 | 11,677 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,279,728 | 11,622 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,283,509 | 11,760 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,786,890 | 12,155 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,205,090 | 12,297 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,992,504 | 12,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,911,874 | 12,520 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,507,087 | 12,335 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,627,323 | 12,594 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,419,971 | 12,725 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,846,740 | 12,822 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,191,100 | 13,200 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,536,184 | 13,464 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,063,186 | 13,590 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,315,205 | 13,626 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,300,117 | 13,647 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,087,488 | 13,724 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,878,430 | 13,536 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,207,750 | 13,160 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,360,179 | 13,505 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,194,508 | 13,894 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,610,596 | 14,206 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,678,472 | 15,596 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,262,128 | 16,091 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||