Position in AMGN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,462,908
-$3,924,899 QoQ
Shares Held
31,655
-27.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#503
of 3,140 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $67,705,763 across 7 Drug Manufacturers - General names. AMGN ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
63,424 | $15,960,015 | |
| 2 | LLY |
ELI LILLY & Co
|
12,208 | $14,642,642 | |
| 3 | MRK |
Merck & Co., Inc.
|
103,751 | $13,332,003 | |
| 4 | AMGN |
Amgen Inc
This page
|
31,655 | $11,462,908 | |
| 5 | PFE |
Pfizer Inc
|
389,557 | $9,380,532 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
15,711 | $1,984,927 | |
| 7 | JNJ |
Johnson & Johnson
|
3,712 | $942,736 |
All Filings in AMGN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,462,908 | 31,655 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,387,807 | 43,734 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,458,277 | 28,897 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,127,642 | 28,801 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,973,958 | 28,559 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,671,994 | 27,835 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,027,636 | 26,963 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,572,901 | 23,503 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,049,649 | 25,763 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,986,026 | 24,571 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,912 | 24 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,649,659 | 24,742 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $6,105,638 | 25,256 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,453,327 | 24,571 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,379,396 | 23,866 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,804,894 | 23,859 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $5,683,737 | 23,504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,760,365 | 21,160 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $4,220,039 | 19,845 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,785,056 | 19,631 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $4,679,120 | 18,806 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,080,160 | 17,746 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,432,804 | 17,441 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,116,464 | 17,453 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,413,432 | 21,770 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||