Position in AMGN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,711,181
+$113,558 QoQ
Shares Held
13,010
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#869
of 3,140 holders
Holding Since
Mar 2025
6 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, 2026Carolina Wealth Advisors, LLC holds $23,609,987 across 8 Drug Manufacturers - General names. AMGN ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,741 | $4,715,985 | |
| 2 | AMGN |
Amgen Inc
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|
13,010 | $4,711,181 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,171 | $4,133,973 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
56,312 | $3,244,697 | |
| 5 | NVO |
Novo Nordisk A S
|
52,148 | $2,499,975 | |
| 6 | JNJ |
Johnson & Johnson
|
8,728 | $2,216,650 | |
| 7 | LLY |
ELI LILLY & Co
|
1,724 | $2,067,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
156 | $19,709 |
All Filings in AMGN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,711,181 | 13,010 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,597,623 | 13,067 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $352,840 | 1,078 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $230,275 | 816 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $73,711 | 264 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,854 | 22 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||