Position in AMGN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$537,386
+$14,537 QoQ
Shares Held
1,484
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,129
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. AMGN ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
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|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,067 | $522,609 |
All Filings in AMGN
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,386 | 1,484 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $522,849 | 1,486 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $481,800 | 1,472 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $408,343 | 1,447 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $253,801 | 909 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $268,556 | 862 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $219,198 | 841 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $269,689 | 837 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $469,924 | 1,504 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $837,606 | 2,946 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $835,834 | 2,902 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $808,698 | 3,009 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $997,091 | 4,491 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,141,301 | 4,721 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,602,629 | 6,102 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,370,432 | 6,080 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,486,806 | 6,111 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,514,276 | 6,262 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,330,922 | 5,916 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,349,476 | 6,346 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,465,181 | 6,011 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,487,386 | 5,978 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $918,530 | 3,995 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||