Creative Planning

Position in AMGN — Amgen Inc

CIK 1540235 OVERLAND PARK, KS

Back to AMGN Full portfolio

Position in AMGN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$93,488,882

+$6,612,192 QoQ

Shares Held

258,171

+4.6% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#155

of 3,140 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in AMGN Over Time

Shares Held

Position Value (USD)

Derivatives in AMGN

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,625

PutShares

700

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, 2026

Creative Planning holds $1,825,978,859 across 16 Drug Manufacturers - General names. AMGN ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	445,706	$534,593,191
2	JNJ	Johnson & Johnson	1,384,963	$351,739,052
3	ABBV	AbbVie Inc.	1,126,243	$283,407,788
4	MRK	Merck & Co., Inc.	1,354,765	$174,087,302
5	AMGN	Amgen Inc This page	258,171	$93,488,882
6	NVS	Novartis AG	546,659	$85,672,398
7	GILD	Gilead Sciences, Inc.	414,367	$52,351,126
8	BMY	Bristol Myers Squibb Co	887,032	$51,110,783

All Filings in AMGN

Export CSV

41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,488,882	258,171	+4.6%	Shares	Defined	2026-08-13
2026-03-31	$86,876,690	246,914	+10.5%	Shares	Defined	2026-05-12
2025-12-31	$73,138,073	223,452	+9.8%	Shares	Sole	2026-02-17
2025-09-30	$1,625	700	0.0%	Put	Sole	2025-11-14
2025-09-30	$57,443,220	203,555	-5.2%	Shares	Defined	2025-11-14
2025-06-30	$59,970,398	214,786	-3.3%	Shares	Sole	2025-08-08
2025-06-30	$5,199	700	0.0%	Put	Sole	2025-08-08
2025-03-31	$69,176,250	222,039	+11.8%	Shares	Sole	2025-05-15
2024-12-31	$51,751,114	198,554	+0.6%	Shares	Defined	2025-02-14
2024-09-30	$63,402,445	197,457	+8.1%	Shares	Defined	2024-10-11
2024-06-30	$57,051,169	182,593	+8.4%	Shares	Defined	2024-08-15
2024-06-30	$2,051	700	0.0%	Put	Sole	2024-08-15
2024-03-31	$756	700	0.0%	Put	Sole	2024-05-13
2024-03-31	$47,911,046	168,511	+3.7%	Shares	Defined	2024-05-13
2023-12-31	$46,782,800	162,429	+2.5%	Shares	Defined	2024-02-14
2023-09-30	$134	700	0.0%	Put	Sole	2023-11-16
2023-09-30	$42,574,002	158,409	+10.6%	Shares	Defined	2023-11-16
2023-06-30	$9,279	700	0.0%	Put	Sole	2023-07-21
2023-06-30	$31,791,709	143,193	+2.6%	Shares	Sole	2023-07-21
2023-03-31	$33,732,102	139,533	-1.5%	Shares	Sole	2023-05-15
2023-03-31	$3,959	700	0.0%	Put	Sole	2023-05-15
2022-12-31	$1,169	700	0.0%	Put	Sole	2023-02-10
2022-12-31	$37,186,147	141,586	+9.1%	Shares	Sole	2023-02-10
2022-09-30	$29,254,440	129,789	-5.6%	Shares	Sole	2022-11-03
2022-09-30	$1,000	700	0.0%	Put	Sole	2022-11-03
2022-06-30	$33,465,428	137,548	+24.9%	Shares	Sole	2022-08-15
2022-06-30	$1,000	700	0.0%	Put	Sole	2022-08-15
2022-03-31	$26,639,858	110,164	-0.9%	Shares	Sole	2022-05-16
2022-03-31	$1,000	700	0.0%	Put	Sole	2022-05-16
2021-12-31	$25,008,115	111,162	-3.3%	Shares	Sole	2022-02-11
2021-09-30	$24,447,307	114,965	-2.2%	Shares	Sole	2021-11-10
2021-06-30	$28,651,593	117,545	+6.1%	Shares	Sole	2021-08-04
2021-03-31	$27,563,420	110,781	+2.3%	Shares	Sole	2021-04-30
2021-03-31	$2,000	700	0.0%	Put	Sole	2021-04-30
2020-12-31	$24,906,084	108,325	-0.2%	Shares	Sole	2021-01-29
2020-12-31	$2,000	700	-30.0%	Put	Sole	2021-01-29
2020-09-30	$254,160	1,000	—	Put	Sole	2020-11-05
2020-09-30	$27,586,018	108,538	+8.3%	Shares	Sole	2020-11-05
2020-06-30	$23,631,049	100,191	-2.8%	Shares	Sole	2020-07-23
2020-03-31	$81,092	400	—	Call	Sole	2020-05-05
2020-03-31	$20,897,002	103,078	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.