Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,307,230
-$371,980 QoQ
Shares Held
14,656
-9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#804
of 3,139 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $98,243,880 across 12 Drug Manufacturers - General names. AMGN ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,821 | $26,172,764 | |
| 2 | JNJ |
Johnson & Johnson
|
90,046 | $22,868,982 | |
| 3 | ABBV |
AbbVie Inc.
|
87,916 | $22,123,182 | |
| 4 | MRK |
Merck & Co., Inc.
|
62,830 | $8,073,655 | |
| 5 | AMGN |
Amgen Inc
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|
14,656 | $5,307,230 | |
| 6 | PFE |
Pfizer Inc
|
202,855 | $4,884,748 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
64,132 | $3,695,285 | |
| 8 | NVS |
Novartis AG
|
10,748 | $1,684,426 |
All Filings in AMGN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,307,230 | 14,656 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,679,210 | 16,141 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $4,695,243 | 16,638 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,922,211 | 10,466 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,673,797 | 11,792 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,740,890 | 10,516 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,516,095 | 14,016 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,137,302 | 16,442 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,584,990 | 12,609 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,424,563 | 15,362 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,720,713 | 13,844 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,306,787 | 10,390 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,263,988 | 9,365 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $1,140,524 | 5,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,604 | 2,559 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $823,397 | 3,405 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $521,255 | 2,317 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||