Position in AMGN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,194,824
+$5,513,922 QoQ
Shares Held
54,554
+30.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Derivatives in AMGN
reported options exposure · as of Sep 30, 2025CallValue
$28,220
CallShares
100
PutValue
$0
PutShares
0
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 Mar 31, 2026Allworth Financial LP holds $325,693,383 across 18 Drug Manufacturers - General names. AMGN ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
412,264 | $100,773,812 | |
| 2 | LLY |
ELI LILLY & Co
|
66,228 | $60,914,527 | |
| 3 | ABBV |
AbbVie Inc.
|
263,766 | $57,366,467 | |
| 4 | MRK |
Merck & Co., Inc.
|
262,901 | $31,624,361 | |
| 5 | AMGN |
Amgen Inc
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|
54,554 | $19,194,824 | |
| 6 | NVS |
Novartis AG
|
96,473 | $14,736,250 | |
| 7 | PFE |
Pfizer Inc
|
484,920 | $13,616,553 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
220,900 | $13,397,585 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,194,824 | 54,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,680,902 | 41,798 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $28,220 | 100 | Call | Sole | 2025-12-02 | |
| 2025-09-30 | $11,085,098 | 39,281 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,786,719 | 38,633 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,451,020 | 36,755 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,131,522 | 35,035 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,065,882 | 25,033 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,576,287 | 24,248 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,847,655 | 17,050 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,750,312 | 16,493 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,602,245 | 17,124 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,850,269 | 17,342 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,031,180 | 16,675 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,023,644 | 15,320 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,274,836 | 14,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,258,273 | 13,392 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,727,004 | 11,277 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,070,857 | 4,760 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,058,997 | 4,980 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $695,662 | 2,854 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $752,152 | 3,023 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $617,335 | 2,685 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $674,286 | 2,653 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $667,955 | 2,832 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $574,536 | 2,834 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||