Position in AMGN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,307,977
+$37,095 QoQ
Shares Held
3,612
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,521
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. AMGN ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
72,426 | $11,350,602 | |
| 2 | MRK |
Merck & Co., Inc.
|
77,794 | $9,996,529 | |
| 3 | ABBV |
AbbVie Inc.
|
17,541 | $4,414,017 | |
| 4 | LLY |
ELI LILLY & Co
|
1,875 | $2,248,931 | |
| 5 | JNJ |
Johnson & Johnson
|
7,139 | $1,813,091 | |
| 6 | AMGN |
Amgen Inc
This page
|
3,612 | $1,307,977 | |
| 7 | PFE |
Pfizer Inc
|
16,484 | $396,934 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,977 | 3,612 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,270,882 | 3,612 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,189,771 | 3,635 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,054,017 | 3,735 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,045,641 | 3,745 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,166,754 | 3,745 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $976,096 | 3,745 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,224,720 | 3,801 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,250,112 | 4,001 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,134,436 | 3,990 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,151,503 | 3,998 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $999,787 | 3,720 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $838,569 | 3,777 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $913,815 | 3,780 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $951,019 | 3,621 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $818,878 | 3,633 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $883,908 | 3,633 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $395,375 | 1,635 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $417,994 | 1,858 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $397,442 | 1,869 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $461,175 | 1,892 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $455,819 | 1,832 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $441,216 | 1,919 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $478,074 | 1,881 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $445,067 | 1,887 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $395,931 | 1,953 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||