Position in AMGN
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,179,049
+$82,234 QoQ
Shares Held
3,351
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. AMGN ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,209 | $7,550,391 | |
| 2 | JNJ |
Johnson & Johnson
|
28,074 | $6,862,408 | |
| 3 | ABBV |
AbbVie Inc.
|
23,411 | $5,091,658 | |
| 4 | MRK |
Merck & Co., Inc.
|
30,597 | $3,680,513 | |
| 5 | AMGN |
Amgen Inc
This page
|
3,351 | $1,179,049 | |
| 6 | NVS |
Novartis AG
|
7,605 | $1,161,663 | |
| 7 | PFE |
Pfizer Inc
|
20,298 | $569,967 | |
| 8 | NVO |
Novo Nordisk A S
|
5,731 | $210,614 |
All Filings in AMGN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,049 | 3,351 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,096,815 | 3,351 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $993,626 | 3,521 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,002,643 | 3,591 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,118,776 | 3,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,958 | 3,591 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,157,056 | 3,591 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,122,007 | 3,591 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,020,993 | 3,591 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,034,279 | 3,591 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $965,117 | 3,591 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $899,403 | 4,051 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,141,301 | 4,721 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,312,149 | 4,996 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,145,257 | 5,081 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,255,671 | 5,161 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,248,033 | 5,161 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,161,070 | 5,161 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,107,268 | 5,207 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $1,235,081 | 5,067 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $1,260,720 | 5,067 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $1,175,580 | 5,113 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $1,188,960 | 4,678 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $1,098,635 | 4,658 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $944,316 | 4,658 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||