Position in AMGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,453,776
+$8,562,162 QoQ
Shares Held
70,291
+46.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#332
of 3,140 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. AMGN ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
708,767 | $180,005,554 | |
| 2 | LLY |
ELI LILLY & Co
|
96,123 | $115,292,819 | |
| 3 | ABBV |
AbbVie Inc.
|
297,328 | $74,819,617 | |
| 4 | MRK |
Merck & Co., Inc.
|
282,377 | $36,285,444 | |
| 5 | AMGN |
Amgen Inc
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|
70,291 | $25,453,776 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
113,192 | $14,300,677 | |
| 7 | NVS |
Novartis AG
|
38,592 | $6,048,138 | |
| 8 | PFE |
Pfizer Inc
|
247,206 | $5,952,720 |
All Filings in AMGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,453,776 | 70,291 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,891,614 | 48,008 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,368,513 | 46,954 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $12,033,113 | 43,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,406,855 | 39,823 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,211,723 | 31,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,585,242 | 32,852 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,319,758 | 29,828 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,758,002 | 23,769 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,168,236 | 21,416 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $6,426,589 | 23,912 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,433,295 | 19,968 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,827,264 | 19,968 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $7,165,869 | 27,284 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $6,485,885 | 28,775 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $5,013,196 | 20,605 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,965,048 | 20,532 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,657,328 | 20,702 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $4,241,091 | 19,944 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,785,056 | 19,631 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $5,042,881 | 20,268 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,852,001 | 21,103 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $5,228,071 | 20,570 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $5,281,141 | 22,391 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,711,986 | 18,310 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||