Position in AMGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$64,374,032
+$9,575,542 QoQ
Shares Held
177,770
+14.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#189
of 3,140 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $495,400,304 across 15 Drug Manufacturers - General names. AMGN ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
563,184 | $143,031,799 | |
| 2 | ABBV |
AbbVie Inc.
|
354,989 | $89,329,385 | |
| 3 | LLY |
ELI LILLY & Co
|
64,033 | $76,803,065 | |
| 4 | AMGN |
Amgen Inc
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|
177,770 | $64,374,032 | |
| 5 | PFE |
Pfizer Inc
|
1,883,141 | $45,345,994 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
542,448 | $31,255,814 | |
| 7 | MRK |
Merck & Co., Inc.
|
205,251 | $26,374,734 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
79,370 | $10,027,572 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,374,032 | 177,770 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $54,798,490 | 155,744 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $43,902,715 | 134,132 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $31,104,908 | 110,223 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $25,526,748 | 91,425 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $26,302,277 | 84,424 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $19,478,387 | 74,733 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $20,108,793 | 62,409 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,011,845 | 19,241 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,108,989 | 14,452 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $24,098,057 | 83,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,929,203 | 81,594 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $18,328,195 | 82,552 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $23,120,486 | 95,638 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $22,006,080 | 83,788 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,861,497 | 74,807 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $17,989,845 | 73,941 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $12,831,452 | 53,062 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,989,334 | 48,848 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,693,982 | 40,884 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,480,062 | 34,790 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,788,997 | 31,305 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,690,976 | 37,800 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,550,062 | 37,575 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,101,037 | 30,107 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,913,025 | 29,167 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||