Summit Financial Wealth Advisors, LLC

Position in AMGN — Amgen Inc

CIK 1632283 Lafayette, LA

Position in AMGN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$848,809

+$46,943 QoQ

Shares Held

2,344

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,806

of 3,140 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. AMGN ranks #6 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFE	Pfizer Inc	86,749	$2,088,915
2	JNJ	Johnson & Johnson	7,700	$1,955,569
3	LLY	ELI LILLY & Co	1,335	$1,601,239
4	ABBV	AbbVie Inc.	6,343	$1,596,152
5	MRK	Merck & Co., Inc.	10,611	$1,363,513
6	AMGN	Amgen Inc This page	2,344	$848,809
7	BMY	Bristol Myers Squibb Co	12,990	$748,483
8	NVO	Novo Nordisk A S	15,600	$747,864

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$848,809	2,344	+2.9%	Shares	Sole	2026-07-15
2026-03-31	$801,866	2,279	+0.7%	Shares	Sole	2026-05-26
2025-12-31	$740,702	2,263	0.0%	Shares	Sole	2026-01-27
2025-09-30	$638,618	2,263	-0.1%	Shares	Sole	2025-10-03
2025-06-30	$632,410	2,265	+1.6%	Shares	Sole	2025-09-29
2025-03-31	$694,756	2,230	0.0%	Shares	Sole	2025-05-14
2024-12-31	$581,227	2,230	0.0%	Shares	Sole	2025-02-13
2024-09-30	$718,528	2,230	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$701,762	2,246	+0.7%	Shares	Sole	2024-08-12
2024-03-31	$634,033	2,230	-3.2%	Shares	Sole	2024-05-02
2020-09-30	$585,584	2,304	0.0%	Shares	Sole	2020-11-09
2020-06-30	$543,421	2,304	0.0%	Shares	Sole	2020-07-16
2020-03-31	$467,089	2,304	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.