Position in AMGN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,052,320
+$29,844 QoQ
Shares Held
2,906
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,669
of 3,140 holders
Holding Since
Mar 2020
25 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. AMGN ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
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|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in AMGN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,320 | 2,906 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,022,476 | 2,906 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $775,397 | 2,369 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $678,973 | 2,406 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $664,799 | 2,381 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $772,644 | 2,480 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $663,328 | 2,545 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $800,047 | 2,483 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $791 | 11,562 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $688,338 | 2,421 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $687,503 | 2,387 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $670,556 | 2,495 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $550,609 | 2,480 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $531,850 | 2,200 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $501,064 | 2,223 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $514,822 | 2,116 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $501,534 | 2,074 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $411,694 | 1,830 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $438,057 | 2,060 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $475,312 | 1,950 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $462,040 | 1,857 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $426,961 | 1,857 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $476,550 | 1,875 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $405,443 | 1,719 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $325,787 | 1,607 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||