Position in AMGN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$432,733
-$384,614 QoQ
Shares Held
1,195
-48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,276
of 3,140 holders
Holding Since
Dec 2020
21 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, 2026Octavia Wealth Advisors, LLC holds $7,437,513 across 8 Drug Manufacturers - General names. AMGN ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,271 | $3,370,435 | |
| 2 | MRK |
Merck & Co., Inc.
|
7,648 | $982,768 | |
| 3 | LLY |
ELI LILLY & Co
|
772 | $925,960 | |
| 4 | PFE |
Pfizer Inc
|
29,381 | $707,494 | |
| 5 | ABBV |
AbbVie Inc.
|
1,934 | $486,671 | |
| 6 | AMGN |
Amgen Inc
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|
1,195 | $432,733 | |
| 7 | NVO |
Novo Nordisk A S
|
6,751 | $323,642 | |
| 8 | NVS |
Novartis AG
|
1,326 | $207,810 |
All Filings in AMGN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,733 | 1,195 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $817,347 | 2,323 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $791,435 | 2,418 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $681,513 | 2,415 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $395,082 | 1,415 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $758,624 | 2,435 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $625,536 | 2,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $760,093 | 2,359 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $732,695 | 2,345 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $352,841 | 1,241 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $656,109 | 2,278 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $618,148 | 2,300 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $494,882 | 2,229 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $271,243 | 1,122 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $277,347 | 1,056 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $216,158 | 959 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $230,648 | 948 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $231,663 | 958 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $435,991 | 1,938 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $422,479 | 1,698 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $405,578 | 1,764 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||