Position in AMGN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$539,558
+$16,358 QoQ
Shares Held
1,490
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,125
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, 2026CWS Financial Advisors, LLC holds $4,559,279 across 7 Drug Manufacturers - General names. AMGN ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,387 | $1,103,944 | |
| 2 | JNJ |
Johnson & Johnson
|
3,919 | $995,308 | |
| 3 | LLY |
ELI LILLY & Co
|
705 | $845,598 | |
| 4 | AMGN |
Amgen Inc
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|
1,490 | $539,558 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,162 | $399,487 | |
| 6 | PFE |
Pfizer Inc
|
14,856 | $357,732 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,472 | $317,652 |
All Filings in AMGN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,558 | 1,490 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $523,200 | 1,487 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $485,728 | 1,484 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $418,784 | 1,484 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $420,490 | 1,506 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $469,194 | 1,506 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,523 | 1,506 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $485,248 | 1,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $470,549 | 1,506 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $432,735 | 1,522 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $448,447 | 1,557 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $423,834 | 1,577 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $342,132 | 1,541 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $374,470 | 1,549 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $390,283 | 1,486 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $348,243 | 1,545 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $374,195 | 1,538 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $371,919 | 1,538 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $334,530 | 1,487 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $362,212 | 1,486 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $369,731 | 1,486 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $341,431 | 1,485 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $377,427 | 1,485 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $350,016 | 1,484 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $318,488 | 1,571 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||