Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$736,464,808
+$84,586,685 QoQ
Shares Held
2,033,759
+9.8% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
#34
of 3,140 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,476,062,154 across 7 Drug Manufacturers - General names. AMGN ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
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|
2,033,759 | $736,464,808 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,708,599 | $605,054,971 | |
| 3 | LLY |
ELI LILLY & Co
|
39,748 | $47,674,946 | |
| 4 | AZN |
Astrazeneca PLC
|
215,993 | $40,956,591 | |
| 5 | NVS |
Novartis AG
|
151,974 | $23,817,364 | |
| 6 | ABBV |
AbbVie Inc.
|
82,790 | $20,833,275 | |
| 7 | JNJ |
Johnson & Johnson
|
4,962 | $1,260,199 |
All Filings in AMGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,464,808 | 2,033,759 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $651,878,123 | 1,852,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $473,674,194 | 1,447,173 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $233,035,116 | 825,780 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $362,501,134 | 1,298,310 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $338,294,074 | 1,085,842 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $446,767,194 | 1,714,116 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $502,575,102 | 1,559,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $383,072,135 | 1,226,027 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $236,923,855 | 833,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $833,817 | 2,895 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $852,775 | 3,173 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $742,656 | 3,345 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $940,407 | 3,890 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $211,753,762 | 806,251 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $684,089 | 3,035 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $683,141 | 2,825 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $851,061 | 3,783 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $249,013 | 1,171 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $980,118 | 4,021 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $84,645,908 | 340,203 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $66,491,943 | 289,196 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $58,807,031 | 231,378 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $1,289,918 | 5,469 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,225,097 | 6,043 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||