Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,121,123
+$17,370 QoQ
Shares Held
3,096
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,627
of 3,139 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, 2026Perennial Investment Advisors, LLC holds $11,466,622 across 12 Drug Manufacturers - General names. AMGN ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,269 | $3,920,936 | |
| 2 | JNJ |
Johnson & Johnson
|
6,519 | $1,655,630 | |
| 3 | ABBV |
AbbVie Inc.
|
6,161 | $1,550,354 | |
| 4 | AMGN |
Amgen Inc
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|
3,096 | $1,121,123 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,358 | $688,503 | |
| 6 | NVS |
Novartis AG
|
3,638 | $570,147 | |
| 7 | PFE |
Pfizer Inc
|
18,794 | $452,559 | |
| 8 | NVO |
Novo Nordisk A S
|
7,554 | $362,138 |
All Filings in AMGN
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,121,123 | 3,096 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,103,753 | 3,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,076,849 | 3,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $872,280 | 3,091 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $831,487 | 2,978 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $892,902 | 2,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $712,329 | 2,733 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $866,744 | 2,690 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $823,930 | 2,637 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $821,684 | 2,890 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $837,562 | 2,908 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $766,772 | 2,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $631,646 | 2,845 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $736,370 | 3,046 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $694,157 | 2,643 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $593,252 | 2,632 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $516,039 | 2,121 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $493,554 | 2,041 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $407,645 | 1,812 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $311,319 | 1,464 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $356,362 | 1,462 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $363,013 | 1,459 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $344,880 | 1,500 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $380,223 | 1,496 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $352,138 | 1,493 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $298,013 | 1,470 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||