Position in AMGN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$765,521
-$24,030 QoQ
Shares Held
2,114
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,884
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)
Derivatives in AMGN
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$1,515,810
PutShares
5,964
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, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. AMGN ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
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|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,521 | 2,114 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $789,551 | 2,244 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,195,990 | 3,654 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $846,035 | 2,998 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $835,954 | 2,994 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $919,384 | 2,951 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $761,590 | 2,922 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,005,617 | 3,121 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $959,846 | 3,072 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $864,901 | 3,042 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $810,488 | 2,814 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $761,128 | 2,832 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $628,760 | 2,832 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $638,945 | 2,643 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,145,898 | 4,363 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $973,277 | 4,318 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,046,190 | 4,300 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $991,462 | 4,100 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $877,158 | 3,899 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $801,903 | 3,771 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,393,275 | 5,716 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,461,261 | 5,873 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,342,732 | 5,840 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,515,810 | 5,964 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $1,414,216 | 5,996 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,185,565 | 5,848 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||