Position in AMGN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$200,252
+$8,494 QoQ
Shares Held
553
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,866
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. AMGN ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
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|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
|
243 | $46,077 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,252 | 553 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $191,758 | 545 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $175,765 | 537 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $82,684 | 293 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $77,899 | 279 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $86,299 | 277 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $74,021 | 284 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $92,152 | 286 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $88,735 | 284 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $80,178 | 282 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $83,237 | 289 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $77,134 | 287 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $63,275 | 285 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $68,415 | 283 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $73,801 | 281 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $63,562 | 282 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $69,097 | 284 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $68,193 | 282 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $65,691 | 292 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $55,501 | 261 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $63,131 | 259 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $518,768 | 2,085 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $477,084 | 2,075 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $527,636 | 2,076 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $490,117 | 2,078 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $422,286 | 2,083 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||