Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,181,881
+$620,217 QoQ
Shares Held
41,925
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#437
of 3,140 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Waverly Advisors, LLC holds $406,112,967 across 14 Drug Manufacturers - General names. AMGN ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
97,676 | $117,155,534 | |
| 2 | ABBV |
AbbVie Inc.
|
322,558 | $81,168,495 | |
| 3 | JNJ |
Johnson & Johnson
|
314,877 | $79,969,311 | |
| 4 | MRK |
Merck & Co., Inc.
|
260,499 | $33,474,121 | |
| 5 | AZN |
Astrazeneca PLC
|
119,233 | $22,608,961 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
349,560 | $20,141,647 | |
| 7 | GSK |
GSK plc
|
290,593 | $15,232,885 | |
| 8 | AMGN |
Amgen Inc
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|
41,925 | $15,181,881 |
All Filings in AMGN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,181,881 | 41,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,561,664 | 41,386 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,142,287 | 34,042 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,033,504 | 32,011 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,060,364 | 32,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,072,723 | 32,331 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,083,488 | 31,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,477,667 | 26,311 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,377,569 | 23,612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,737,432 | 9,628 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,795,804 | 6,235 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,755,539 | 6,532 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,252,192 | 5,640 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $269,793 | 1,116 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $313,854 | 1,195 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $283,327 | 1,257 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $281,254 | 1,156 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $267,210 | 1,105 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $239,367 | 1,064 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $282,399 | 1,328 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $275,437 | 1,130 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $280,906 | 1,129 | Shares | Sole | 2021-05-24 | |
| 2020-06-30 | $204,490 | 867 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||