Position in AMGN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$353,791
-$103,262 QoQ
Shares Held
977
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,436
of 3,140 holders
Holding Since
Mar 2022
9 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, 2026Spartan Planning & Wealth Management holds $4,749,293 across 5 Drug Manufacturers - General names. AMGN ranks #5 (7.4% of the industry book) .
All Filings in AMGN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,791 | 977 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $457,053 | 1,299 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $344,002 | 1,051 | Shares | Sole | 2026-01-08 | |
| 2025-03-31 | $236,778 | 760 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $310,197 | 1,077 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $341,593 | 1,271 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $419,961 | 1,599 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $445,482 | 1,831 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $266,485 | 1,102 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||