Position in AMGN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$62,655,450
+$4,420,405 QoQ
Shares Held
173,024
+4.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#194
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)
Derivatives in AMGN
reported options exposure · as of Dec 31, 2025CallValue
$32,731
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $404,940,719 across 16 Drug Manufacturers - General names. AMGN ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
154,543 | $185,363,525 | |
| 2 | AMGN |
Amgen Inc
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|
173,024 | $62,655,450 | |
| 3 | JNJ |
Johnson & Johnson
|
203,267 | $51,623,719 | |
| 4 | MRK |
Merck & Co., Inc.
|
292,117 | $37,537,034 | |
| 5 | ABBV |
AbbVie Inc.
|
94,884 | $23,876,609 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
179,874 | $10,364,339 | |
| 7 | PFE |
Pfizer Inc
|
332,178 | $7,998,846 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
58,662 | $7,411,357 |
All Filings in AMGN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,655,450 | 173,024 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $58,235,045 | 165,511 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $54,416,924 | 166,255 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $32,731 | 100 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $45,334,301 | 160,646 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $43,843,508 | 157,027 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $46,439,954 | 149,061 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $37,489,415 | 143,836 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $43,363,666 | 134,582 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $38,401,042 | 122,903 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $33,750,774 | 118,707 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,518,832 | 71,241 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,840,580 | 14,290 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,211,741 | 14,466 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,286,591 | 13,595 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,480,767 | 13,253 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,277,792 | 5,669 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,314,026 | 9,511 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,829,294 | 11,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,507,065 | 11,144 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $1,424,755 | 6,700 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,644,443 | 10,849 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,730,689 | 10,975 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,300,349 | 10,005 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,476,026 | 9,742 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,283,124 | 9,680 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,883,969 | 9,293 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||