Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$839,756
-$1,545,787 QoQ
Shares Held
2,319
-65.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,811
of 3,140 holders
Holding Since
Mar 2020
23 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, 2026WealthPLAN Partners, LLC holds $7,868,483 across 6 Drug Manufacturers - General names. AMGN ranks #4 (10.7% of the industry book) .
All Filings in AMGN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,756 | 2,319 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,385,543 | 6,780 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,074,750 | 9,394 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,184,062 | 11,283 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,834,819 | 10,153 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,360,764 | 13,997 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,431,064 | 13,164 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,488,707 | 13,931 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,854,695 | 12,337 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $235,023 | 816 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $225,757 | 840 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $172,731 | 778 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $190,740 | 789 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,460,803 | 5,562 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $1,341,858 | 5,549 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $1,234,185 | 5,486 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $1,161,706 | 5,463 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $1,386,693 | 5,689 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $1,409,010 | 5,663 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,528,967 | 6,650 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $1,693,213 | 6,662 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $1,566,817 | 6,643 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $865,048 | 4,267 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||