Position in AMGN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$697,805
+$18,383 QoQ
Shares Held
1,927
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,960
of 3,140 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, 2026Wellspring Financial Advisors, LLC holds $16,708,750 across 8 Drug Manufacturers - General names. AMGN ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,959 | $4,561,047 | |
| 2 | LLY |
ELI LILLY & Co
|
3,616 | $4,337,139 | |
| 3 | ABBV |
AbbVie Inc.
|
11,668 | $2,936,135 | |
| 4 | MRK |
Merck & Co., Inc.
|
22,465 | $2,886,752 | |
| 5 | AMGN |
Amgen Inc
This page
|
1,927 | $697,805 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
4,213 | $532,270 | |
| 7 | PFE |
Pfizer Inc
|
21,099 | $508,063 | |
| 8 | AZN |
Astrazeneca PLC
|
1,316 | $249,539 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,805 | 1,927 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $679,422 | 1,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $616,979 | 1,885 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $481,715 | 1,707 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $620,683 | 2,223 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $683,540 | 2,194 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $679,227 | 2,606 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $840,323 | 2,608 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $851,113 | 2,724 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $762,830 | 2,683 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $779,094 | 2,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $672,706 | 2,503 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $557,270 | 2,510 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $613,078 | 2,536 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $666,317 | 2,537 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $569,585 | 2,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $616,035 | 2,532 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $623,895 | 2,580 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $567,149 | 2,521 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $540,768 | 2,543 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $602,062 | 2,470 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $592,416 | 2,381 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $574,570 | 2,499 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $610,492 | 2,402 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $561,582 | 2,381 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $482,700 | 2,381 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||