Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$581,926
+$79,837 QoQ
Shares Held
1,607
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,072
of 3,140 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, 2026Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. AMGN ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
244,804 | $62,172,871 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,619 | $2,392,541 | |
| 3 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 4 | LLY |
ELI LILLY & Co
|
1,021 | $1,224,618 | |
| 5 | AMGN |
Amgen Inc
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|
1,607 | $581,926 | |
| 6 | BIIB |
Biogen Inc.
|
2,009 | $434,064 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,808 | $228,422 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,250 | $72,025 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,926 | 1,607 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $502,089 | 1,427 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $615,015 | 1,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $556,780 | 1,973 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $550,881 | 1,973 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $614,688 | 1,973 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $813,978 | 3,123 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,039,771 | 3,227 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $966,407 | 3,093 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $994,835 | 3,499 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,036,583 | 3,599 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,007,581 | 3,749 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $883,417 | 3,979 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $970,868 | 4,016 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,050,822 | 4,001 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $889,428 | 3,946 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $990,960 | 4,073 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $938,987 | 3,883 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $988,968 | 4,396 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $872,077 | 4,101 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $999,618 | 4,101 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,020,369 | 4,101 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $961,525 | 4,182 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $978,007 | 3,848 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $878,342 | 3,724 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $754,966 | 3,724 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||