Position in AMGN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,328,764
-$597,745 QoQ
Shares Held
17,477
-11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#722
of 3,140 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $31,026,473 across 16 Drug Manufacturers - General names. AMGN ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
7,378 | $8,849,389 | |
| 2 | AMGN |
Amgen Inc
This page
|
17,477 | $6,328,764 | |
| 3 | JNJ |
Johnson & Johnson
|
16,278 | $4,134,116 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,464 | $3,400,620 | |
| 5 | ABBV |
AbbVie Inc.
|
11,434 | $2,877,245 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,598 | $1,647,812 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,499 | $694,738 | |
| 8 | NVS |
Novartis AG
|
4,064 | $636,904 |
All Filings in AMGN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,328,764 | 17,477 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,926,509 | 19,686 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,400,540 | 19,555 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,399,048 | 19,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,161,603 | 22,068 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,516,916 | 30,547 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,574,977 | 29,063 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,495,847 | 29,471 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,223,520 | 29,520 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,286,787 | 29,146 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,662,481 | 26,604 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,209,214 | 26,824 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,558,935 | 25,038 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,311,245 | 21,970 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,449,252 | 20,748 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $528,110 | 2,343 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $723,814 | 2,975 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $664,761 | 2,749 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $557,699 | 2,479 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||