Position in AMGN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$322,286
+$24,621 QoQ
Shares Held
890
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,506
of 3,140 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. AMGN ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
This page
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
|
9,347 | $225,075 |
All Filings in AMGN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,286 | 890 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $297,665 | 846 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $275,595 | 842 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $253,697 | 899 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $220,017 | 788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $300,645 | 965 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $258,815 | 993 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $330,587 | 1,026 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $317,136 | 1,015 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $286,878 | 1,009 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $283,411 | 984 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $262,847 | 978 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $211,531 | 875 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $228,234 | 869 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $208,994 | 859 | Shares | Sole | 2022-08-04 | |
| 2021-06-30 | $240,337 | 986 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $226,417 | 910 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||