GoalVest Advisory LLC

Position in AMGN — Amgen Inc

CIK 1839307 NEW YORK, NY

Position in AMGN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$70,613

-$334,014 QoQ

Shares Held

195

-83.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,982

of 3,140 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

GoalVest Advisory LLC holds $8,839,620 across 11 Drug Manufacturers - General names. AMGN ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	10,483	$2,662,367
2	LLY	ELI LILLY & Co	2,177	$2,611,159
3	MRK	Merck & Co., Inc.	13,375	$1,718,687
4	ABBV	AbbVie Inc.	6,577	$1,655,036
5	AMGN	Amgen Inc This page	195	$70,613
6	GILD	Gilead Sciences, Inc.	387	$48,893
7	BIIB	Biogen Inc.	198	$42,779
8	PFE	Pfizer Inc	924	$22,249

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,613	195	-83.0%	Shares	Sole	2026-07-09
2026-03-31	$404,627	1,150	-2.6%	Shares	Sole	2026-04-13
2025-12-31	$386,553	1,181	0.0%	Shares	Sole	2026-01-05
2025-09-30	$333,278	1,181	+4.4%	Shares	Sole	2025-10-22
2025-06-30	$315,786	1,131	-0.3%	Shares	Sole	2025-08-01
2025-03-31	$353,297	1,134	-5.7%	Shares	Sole	2025-04-07
2024-12-31	$313,289	1,202	+99.7%	Shares	Sole	2025-01-17
2024-09-30	$193,970	602	-11.7%	Shares	Sole	2024-11-06
2024-06-30	$213,090	682	+27.0%	Shares	Sole	2024-07-30
2024-03-31	$152,679	537	+215.9%	Shares	Sole	2024-04-15
2023-12-31	$48,963	170	+91.0%	Shares	Sole	2024-01-02
2023-09-30	$23,919	89	0.0%	Shares	Sole	2023-10-10
2023-06-30	$19,759	89	+1383.3%	Shares	Sole	2023-07-17
2022-03-31	$1,450	6	-99.7%	Shares	Sole	2022-05-03
2020-12-31	$406,268	1,767	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.