Position in AMGN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,516
+$9,610 QoQ
Shares Held
319
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,918
of 3,140 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,909,484 across 15 Drug Manufacturers - General names. AMGN ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,761 | $946,418 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,499 | $578,121 | |
| 3 | LLY |
ELI LILLY & Co
|
450 | $539,743 | |
| 4 | JNJ |
Johnson & Johnson
|
1,468 | $372,827 | |
| 5 | AMGN |
Amgen Inc
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|
319 | $115,516 | |
| 6 | PFE |
Pfizer Inc
|
4,641 | $111,755 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
525 | $66,328 | |
| 8 | NVS |
Novartis AG
|
259 | $40,590 |
All Filings in AMGN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,516 | 319 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $105,906 | 301 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $101,793 | 311 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $74,500 | 264 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $83,483 | 299 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $90,037 | 289 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $73,239 | 281 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $91,507 | 284 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $88,735 | 284 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $83,305 | 293 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $84,965 | 295 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $78,746 | 293 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $53,506 | 241 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $68,898 | 285 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $74,589 | 284 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $52,743 | 234 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $73,233 | 301 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $58,492 | 260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,311 | 246 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||