Position in AMGN
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,141,741
+$517,377 QoQ
Shares Held
14,199
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#826
of 3,140 holders
Holding Since
Sep 2023
12 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, 2026Ascent Wealth Partners, LLC holds $36,435,678 across 7 Drug Manufacturers - General names. AMGN ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
64,219 | $16,160,069 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
58,756 | $7,423,233 | |
| 3 | AMGN |
Amgen Inc
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|
14,199 | $5,141,741 | |
| 4 | NVS |
Novartis AG
|
16,473 | $2,581,648 | |
| 5 | MRK |
Merck & Co., Inc.
|
17,254 | $2,217,139 | |
| 6 | PFE |
Pfizer Inc
|
89,916 | $2,165,177 | |
| 7 | JNJ |
Johnson & Johnson
|
2,940 | $746,671 |
All Filings in AMGN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,141,741 | 14,199 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,624,364 | 13,143 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,084,828 | 12,480 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,335,205 | 8,275 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,516,240 | 9,012 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,840,712 | 9,118 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,352,015 | 9,024 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,887,001 | 8,960 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,809,862 | 8,993 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,510,261 | 8,829 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,077,482 | 3,741 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $973,179 | 3,621 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||