Position in AMGN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,615,779
+$102,824 QoQ
Shares Held
4,462
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,395
of 3,140 holders
Holding Since
Mar 2022
18 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, 2026Shepherd Financial Partners LLC holds $27,627,511 across 8 Drug Manufacturers - General names. AMGN ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,583 | $11,494,138 | |
| 2 | ABBV |
AbbVie Inc.
|
25,552 | $6,429,905 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,703 | $4,202,335 | |
| 4 | JNJ |
Johnson & Johnson
|
11,597 | $2,945,290 | |
| 5 | AMGN |
Amgen Inc
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|
4,462 | $1,615,779 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,173 | $400,876 | |
| 7 | PFE |
Pfizer Inc
|
13,337 | $321,154 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in AMGN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,779 | 4,462 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,512,955 | 4,300 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,406,123 | 4,296 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $394,797 | 1,399 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $388,660 | 1,392 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $478,540 | 1,536 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $400,082 | 1,535 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $497,170 | 1,543 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $431,805 | 1,382 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $411,411 | 1,447 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $429,149 | 1,490 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $434,316 | 1,616 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $360,782 | 1,625 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $396,470 | 1,640 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $355,877 | 1,355 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $285,807 | 1,268 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $281,984 | 1,159 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $200,226 | 828 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||