Position in AMGN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,852,781
+$611,497 QoQ
Shares Held
7,878
+23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,096
of 3,140 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $52,110,341 across 11 Drug Manufacturers - General names. AMGN ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
11,109 | $13,324,468 | |
| 2 | NVS |
Novartis AG
|
47,793 | $7,490,118 | |
| 3 | AZN |
Astrazeneca PLC
|
38,241 | $7,251,258 | |
| 4 | JNJ |
Johnson & Johnson
|
25,011 | $6,352,043 | |
| 5 | ABBV |
AbbVie Inc.
|
21,065 | $5,300,796 | |
| 6 | MRK |
Merck & Co., Inc.
|
24,004 | $3,084,514 | |
| 7 | GSK |
GSK plc
|
55,331 | $2,900,451 | |
| 8 | AMGN |
Amgen Inc
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|
7,878 | $2,852,781 |
All Filings in AMGN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,852,781 | 7,878 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,241,284 | 6,370 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,960,914 | 5,991 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,024,220 | 7,173 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,026,506 | 7,258 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,189,573 | 7,028 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,851,586 | 7,104 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,711,901 | 5,313 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,707,539 | 5,465 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,407,384 | 4,950 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,059,625 | 3,679 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $811,655 | 3,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $607,668 | 2,737 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $600,990 | 2,486 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $698,622 | 2,660 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $540,960 | 2,400 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $527,717 | 2,169 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||