Position in AMGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$558,389
+$14,078 QoQ
Shares Held
1,542
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,103
of 3,149 holders
Holding Since
Mar 2020
26 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, 2026Circle Wealth Management, LLC holds $132,200,552 across 7 Drug Manufacturers - General names. AMGN ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
86,137 | $103,315,310 | |
| 2 | MRK |
Merck & Co., Inc.
|
176,636 | $22,697,726 | |
| 3 | JNJ |
Johnson & Johnson
|
11,583 | $2,941,734 | |
| 4 | AZN |
Astrazeneca PLC
|
5,861 | $1,111,362 | |
| 5 | NVS |
Novartis AG
|
5,196 | $814,317 | |
| 6 | ABBV |
AbbVie Inc.
|
3,027 | $761,714 | |
| 7 | AMGN |
Amgen Inc
This page
|
1,542 | $558,389 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,389 | 1,542 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $544,311 | 1,547 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $508,312 | 1,553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $443,054 | 1,570 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $407,088 | 1,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $407,507 | 1,308 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $340,395 | 1,306 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $427,250 | 1,326 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $413,996 | 1,325 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $560,110 | 1,970 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $529,092 | 1,837 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $622,985 | 2,318 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $452,032 | 2,036 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $489,060 | 2,023 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $528,431 | 2,012 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $491,822 | 2,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $538,179 | 2,212 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $660,168 | 2,730 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $752,749 | 3,346 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $711,101 | 3,344 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,175,850 | 4,824 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,198,517 | 4,817 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,103,156 | 4,798 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $832,882 | 3,277 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $769,139 | 3,261 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $649,952 | 3,206 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||