Position in AMGN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,085,635
+$24,456 QoQ
Shares Held
2,998
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,648
of 3,139 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, 2026Capital Advisors, Ltd. LLC holds $5,862,596 across 10 Drug Manufacturers - General names. AMGN ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,191 | $1,428,521 | |
| 2 | JNJ |
Johnson & Johnson
|
4,524 | $1,148,960 | |
| 3 | AMGN |
Amgen Inc
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|
2,998 | $1,085,635 | |
| 4 | ABBV |
AbbVie Inc.
|
4,023 | $1,012,347 | |
| 5 | MRK |
Merck & Co., Inc.
|
4,345 | $558,332 | |
| 6 | PFE |
Pfizer Inc
|
11,663 | $280,845 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,319 | $166,642 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,274 | $131,027 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,635 | 2,998 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,061,179 | 3,016 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,179,625 | 3,604 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,039,060 | 3,682 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $611,469 | 2,190 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $710,334 | 2,280 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $556,727 | 2,136 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $702,417 | 2,180 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $679,578 | 2,175 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $596,503 | 2,098 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $599,081 | 2,080 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $558,214 | 2,077 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $448,924 | 2,022 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $434,424 | 1,797 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $451 | 1,960 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $564,401 | 2,504 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $612,872 | 2,519 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $604,550 | 2,500 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $561,300 | 2,495 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $567,775 | 2,670 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $574,518 | 2,357 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $386,401 | 1,553 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $355,916 | 1,548 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $392,423 | 1,544 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $363,224 | 1,540 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $406,068 | 2,003 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||