Position in AMGN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,035,465
-$64,643 QoQ
Shares Held
11,144
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#936
of 3,140 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $18,338,750 across 12 Drug Manufacturers - General names. AMGN ranks #3 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
19,775 | $5,022,256 | |
| 2 | LLY |
ELI LILLY & Co
|
3,673 | $4,405,506 | |
| 3 | AMGN |
Amgen Inc
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|
11,144 | $4,035,465 | |
| 4 | ABBV |
AbbVie Inc.
|
7,796 | $1,961,785 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,943 | $1,206,735 | |
| 6 | PFE |
Pfizer Inc
|
47,796 | $1,150,927 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,770 | $227,445 | |
| 8 | NVS |
Novartis AG
|
1,264 | $198,094 |
All Filings in AMGN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,035,465 | 11,144 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,100,108 | 11,653 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,219,093 | 9,835 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,737,340 | 9,700 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,643,281 | 9,467 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,089,018 | 9,915 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,346,802 | 9,004 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,746,518 | 8,524 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,556,778 | 8,183 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,249,824 | 7,913 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,941,542 | 6,741 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,325,524 | 4,932 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,091,894 | 4,918 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $823,884 | 3,408 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $977,020 | 3,720 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $912,193 | 4,047 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $963,711 | 3,961 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $879,257 | 3,636 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $714,954 | 3,178 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $268,151 | 1,261 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $532,350 | 2,184 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $484,433 | 1,947 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $235,668 | 1,025 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||