Position in AMGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,235,870
+$1,691,151 QoQ
Shares Held
25,505
+18.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#577
of 3,140 holders
Holding Since
Sep 2022
10 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. AMGN ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
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|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
|
38,745 | $7,346,826 |
All Filings in AMGN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,235,870 | 25,505 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,544,719 | 21,443 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,656,707 | 11,172 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,757,259 | 6,227 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $1,550,987 | 5,385 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,071,277 | 3,986 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $894,962 | 4,031 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $852,894 | 3,528 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $601,970 | 2,292 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $577,700 | 2,563 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||