Position in AMGN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$674,267
+$170,770 QoQ
Shares Held
1,862
+30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,978
of 3,139 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $21,617,283 across 11 Drug Manufacturers - General names. AMGN ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,609 | $9,297,587 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,762 | $3,824,417 | |
| 3 | ABBV |
AbbVie Inc.
|
11,579 | $2,913,739 | |
| 4 | LLY |
ELI LILLY & Co
|
1,529 | $1,833,928 | |
| 5 | NVO |
Novo Nordisk A S
|
21,893 | $1,049,550 | |
| 6 | BIIB |
Biogen Inc.
|
3,364 | $726,825 | |
| 7 | AMGN |
Amgen Inc
This page
|
1,862 | $674,267 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,662 | $383,864 |
All Filings in AMGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,267 | 1,862 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $503,497 | 1,431 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $468,380 | 1,431 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $384,920 | 1,364 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $350,129 | 1,254 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $323,077 | 1,037 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $252,299 | 968 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $204,654 | 655 | Shares | Sole | 2024-07-12 | |
| 2023-03-31 | $279,463 | 1,156 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $303,086 | 1,154 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $334,719 | 1,485 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $396,579 | 1,630 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $393,682 | 1,628 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $366,026 | 1,627 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||