Position in AMGN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,423,307
+$8,561 QoQ
Shares Held
6,692
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,171
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)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $67,973,516 across 11 Drug Manufacturers - General names. AMGN ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
19,736 | $23,671,952 | |
| 2 | JNJ |
Johnson & Johnson
|
52,767 | $13,401,234 | |
| 3 | MRK |
Merck & Co., Inc.
|
84,891 | $10,908,493 | |
| 4 | ABBV |
AbbVie Inc.
|
33,122 | $8,334,820 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
67,905 | $3,912,686 | |
| 6 | AMGN |
Amgen Inc
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|
6,692 | $2,423,307 | |
| 7 | PFE |
Pfizer Inc
|
78,104 | $1,880,744 | |
| 8 | NVS |
Novartis AG
|
8,936 | $1,400,449 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,423,307 | 6,692 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,414,746 | 6,863 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,360,232 | 7,211 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,817,650 | 6,441 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,876,291 | 6,720 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,951,549 | 6,264 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,256,284 | 4,820 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,914,571 | 5,942 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,546,002 | 4,948 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,397,717 | 4,916 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,390,566 | 8,300 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,110,034 | 7,851 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,810,129 | 8,153 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,535,232 | 10,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,843,340 | 10,826 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,140,298 | 5,059 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,297,032 | 5,331 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,790,677 | 7,405 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,988,509 | 8,839 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,656,968 | 7,792 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,507,350 | 6,184 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $915,869 | 3,681 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $300,965 | 1,309 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $359,382 | 1,414 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $290,343 | 1,231 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $313,622 | 1,547 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||