Position in AMGN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,261,241
+$149,213 QoQ
Shares Held
14,529
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#810
of 3,140 holders
Holding Since
Dec 2022
14 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, 2026Morningstar Investment Management LLC holds $39,227,721 across 8 Drug Manufacturers - General names. AMGN ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
43,576 | $11,066,996 | |
| 2 | PFE |
Pfizer Inc
|
274,915 | $6,619,953 | |
| 3 | AMGN |
Amgen Inc
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|
14,529 | $5,261,241 | |
| 4 | MRK |
Merck & Co., Inc.
|
34,870 | $4,480,795 | |
| 5 | BIIB |
Biogen Inc.
|
19,344 | $4,179,464 | |
| 6 | ABBV |
AbbVie Inc.
|
14,799 | $3,724,020 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
60,529 | $3,487,680 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,226 | $407,572 |
All Filings in AMGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,261,241 | 14,529 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,112,028 | 14,529 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,401,664 | 13,448 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,948,260 | 13,991 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,140,293 | 4,084 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $711,286 | 2,729 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $802,302 | 2,490 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,571,935 | 5,031 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,490,689 | 5,243 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,510,088 | 5,243 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,432,222 | 5,329 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $1,183,144 | 5,329 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $430,315 | 1,780 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $395,535 | 1,506 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||