Position in AMGN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,295,303
+$62,773 QoQ
Shares Held
3,577
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,526
of 3,140 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Derivatives in AMGN
reported options exposure · as of Sep 30, 2025CallValue
$56,440
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avestar Capital, LLC holds $29,224,901 across 12 Drug Manufacturers - General names. AMGN ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,456 | $10,142,380 | |
| 2 | JNJ |
Johnson & Johnson
|
18,732 | $4,757,366 | |
| 3 | ABBV |
AbbVie Inc.
|
14,349 | $3,610,782 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
20,418 | $2,579,610 | |
| 5 | MRK |
Merck & Co., Inc.
|
18,444 | $2,370,054 | |
| 6 | AZN |
Astrazeneca PLC
|
6,836 | $1,296,242 | |
| 7 | AMGN |
Amgen Inc
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|
3,577 | $1,295,303 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
16,003 | $922,092 |
All Filings in AMGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,303 | 3,577 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,232,530 | 3,503 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,124,309 | 3,435 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,440 | 200 | Call | Sole | 2025-11-07 | |
| 2025-09-30 | $908,966 | 3,221 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,098,970 | 3,936 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,659,938 | 5,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,193,731 | 4,580 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,472,499 | 4,570 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,320,413 | 4,226 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $737,810 | 2,595 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $591,017 | 2,052 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $347,237 | 1,292 | Shares | Sole | 2023-10-20 | |
| 2022-12-31 | $227,971 | 868 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||