Charter Oak Capital Management, LLC

Position in AMGN — Amgen Inc

CIK 1810720 PORTSMOUTH, NH

Position in AMGN

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$331,442

+$22,135 QoQ

Shares Held

942

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $7,679,858 across 6 Drug Manufacturers - General names. AMGN ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	12,806	$3,130,298
2	ABBV	AbbVie Inc.	8,374	$1,821,261
3	MRK	Merck & Co., Inc.	9,826	$1,181,969
4	LLY	ELI LILLY & Co	1,095	$1,007,148
5	AMGN	Amgen Inc This page	942	$331,442
6	NVS	Novartis AG	1,360	$207,740

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$331,442	942	-0.3%	Shares	Sole	2026-04-24
2025-12-31	$309,307	945	+1.6%	Shares	Sole	2026-01-23
2025-09-30	$262,446	930	+12.3%	Shares	Sole	2025-10-30
2025-06-30	$231,185	828	+15.8%	Shares	Sole	2025-07-10
2025-03-31	$222,758	715	-9.9%	Shares	Sole	2025-04-14
2024-09-30	$255,834	794	+1.3%	Shares	Sole	2024-10-30
2022-06-30	$190,747	784	-3.2%	Shares	Sole	2022-07-21
2022-03-31	$195,874	810	-11.5%	Shares	Sole	2022-05-05
2021-12-31	$205,847	915	0.0%	Shares	Sole	2022-02-09
2021-09-30	$194,574	915	+1.3%	Shares	Sole	2021-11-08
2021-06-30	$220,106	903	-1.3%	Shares	Sole	2021-07-29
2021-03-31	$227,661	915	+13.0%	Shares	Sole	2021-05-17
2020-12-31	$186,235	810	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.