Position in AMGN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$258,915
-$6,379 QoQ
Shares Held
715
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,656
of 3,140 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $34,430,041 across 6 Drug Manufacturers - General names. AMGN ranks #5 (0.8% of the industry book) .
All Filings in AMGN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,915 | 715 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $265,294 | 754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,117 | 700 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $224,004 | 719 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $207,503 | 644 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,217 | 644 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $222,351 | 772 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $210,439 | 783 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $214,674 | 888 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||