Position in AMGN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,439,240
+$320,048 QoQ
Shares Held
6,736
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,165
of 3,140 holders
Holding Since
Dec 2022
13 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, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. AMGN ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
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|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in AMGN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,240 | 6,736 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,119,192 | 6,023 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,924,255 | 5,879 | Shares | Sole | 2026-01-09 | |
| 2025-03-31 | $239,270 | 768 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $249,432 | 957 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,242,119 | 3,855 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,171,999 | 3,751 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,020,708 | 3,590 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $945,857 | 3,284 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $898,195 | 3,342 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $739,770 | 3,332 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $776,984 | 3,214 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $897,703 | 3,418 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||