Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,782,880
+$661,310 QoQ
Shares Held
13,208
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#858
of 3,140 holders
Holding Since
Sep 2022
3 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. AMGN ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
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|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
|
79,512 | $1,914,648 |
All Filings in AMGN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,782,880 | 13,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,121,570 | 11,714 | Shares | Sole | 2026-05-12 | |
| 2022-09-30 | $321,195 | 1,425 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $16,679 | 74 | Principal | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||