Position in AMGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,035,991
-$258,211 QoQ
Shares Held
19,430
-6.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#675
of 3,139 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. AMGN ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
This page
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in AMGN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,035,991 | 19,430 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,294,202 | 20,731 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,046,465 | 15,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,844,128 | 13,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,861,195 | 13,829 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,445,119 | 11,058 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,753,922 | 10,566 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,754,251 | 8,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,917,505 | 6,137 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $846,704 | 2,978 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $856,283 | 2,973 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $793,648 | 2,953 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,406,940 | 6,337 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,301,098 | 5,382 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,348,919 | 5,136 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,118,885 | 4,964 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $934,758 | 3,842 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $872,244 | 3,607 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $709,555 | 3,154 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $475,485 | 2,236 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $280,312 | 1,150 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||