Position in AMGN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$504,795
+$13,261 QoQ
Shares Held
1,394
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,174
of 3,140 holders
Holding Since
Dec 2020
15 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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. AMGN ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
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|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
|
10,181 | $245,158 |
All Filings in AMGN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,795 | 1,394 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $491,534 | 1,397 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $456,270 | 1,394 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $395,080 | 1,400 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $386,147 | 1,383 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $437,416 | 1,404 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $360,465 | 1,383 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $450,771 | 1,399 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $443,991 | 1,421 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $407,146 | 1,432 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $538,021 | 1,868 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $492,905 | 1,834 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $375,879 | 1,693 | Shares | Sole | 2023-07-27 | |
| 2021-06-30 | $210,600 | 864 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $248,543 | 1,081 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||