Position in AMGN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$428,750
+$117,715 QoQ
Shares Held
1,184
+33.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,293
of 3,149 holders
Holding Since
Dec 2023
11 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, 2026Smallwood Wealth Investment Management, LLC holds $3,520,397 across 13 Drug Manufacturers - General names. AMGN ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
697 | $836,002 | |
| 2 | ABBV |
AbbVie Inc.
|
2,493 | $627,338 | |
| 3 | JNJ |
Johnson & Johnson
|
2,403 | $610,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,432 | $441,012 | |
| 5 | AMGN |
Amgen Inc
This page
|
1,184 | $428,750 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
6,574 | $378,793 | |
| 7 | PFE |
Pfizer Inc
|
4,500 | $108,360 | |
| 8 | NVS |
Novartis AG
|
200 | $31,344 |
All Filings in AMGN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,750 | 1,184 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $311,035 | 884 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $289,342 | 884 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $253,697 | 899 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $252,685 | 905 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $283,822 | 911 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $236,661 | 908 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $291,922 | 906 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $336,196 | 1,076 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $317,869 | 1,118 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $224,367 | 779 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||