Position in AMGN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$839,032
+$80,444 QoQ
Shares Held
2,317
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,813
of 3,140 holders
Holding Since
Sep 2023
4 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, 2026TrueWealth Advisors, LLC holds $5,819,407 across 7 Drug Manufacturers - General names. AMGN ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,086 | $1,302,581 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
7,468 | $943,507 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,109 | $913,506 | |
| 4 | AMGN |
Amgen Inc
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|
2,317 | $839,032 | |
| 5 | JNJ |
Johnson & Johnson
|
3,092 | $785,275 | |
| 6 | ABBV |
AbbVie Inc.
|
2,974 | $748,377 | |
| 7 | PFE |
Pfizer Inc
|
11,924 | $287,129 |
All Filings in AMGN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,032 | 2,317 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $758,588 | 2,156 | Shares | Sole | 2026-04-09 | |
| 2024-09-30 | $542,601 | 1,684 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $204,526 | 761 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||