Position in AMGN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$994,381
+$86,257 QoQ
Shares Held
2,746
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,702
of 3,140 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 4%
Shared 1%
None 95%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. AMGN ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,153 | $4,981,233 | |
| 2 | ABBV |
AbbVie Inc.
|
14,601 | $3,674,195 | |
| 3 | AZN |
Astrazeneca PLC
|
18,885 | $3,580,973 | |
| 4 | JNJ |
Johnson & Johnson
|
13,367 | $3,394,816 | |
| 5 | NVS |
Novartis AG
|
12,284 | $1,925,148 | |
| 6 | NVO |
Novo Nordisk A S
|
38,770 | $1,858,633 | |
| 7 | MRK |
Merck & Co., Inc.
|
11,907 | $1,530,049 | |
| 8 | AMGN |
Amgen Inc
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|
2,746 | $994,381 |
All Filings in AMGN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,381 | 2,746 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $908,124 | 2,581 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $831,694 | 2,541 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $829,950 | 2,941 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $571,542 | 2,047 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $610,638 | 1,960 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $724,839 | 2,781 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,246,630 | 3,869 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,397,901 | 4,474 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $671,847 | 2,363 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $527,364 | 1,831 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,375 | 20 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4 | 20 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||