Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,104,465
+$86,212 QoQ
Shares Held
3,050
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,639
of 3,139 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $10,562,173 across 8 Drug Manufacturers - General names. AMGN ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,921 | $3,503,534 | |
| 2 | ABBV |
AbbVie Inc.
|
10,654 | $2,680,971 | |
| 3 | JNJ |
Johnson & Johnson
|
7,940 | $2,016,521 | |
| 4 | AMGN |
Amgen Inc
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|
3,050 | $1,104,465 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,545 | $455,532 | |
| 6 | SNY |
Sanofi
|
8,000 | $341,280 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,981 | $250,278 | |
| 8 | PFE |
Pfizer Inc
|
8,704 | $209,592 |
All Filings in AMGN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,465 | 3,050 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,018,253 | 2,894 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $900,756 | 2,752 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $790,442 | 2,801 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $788,209 | 2,823 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $772,020 | 2,478 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $673,493 | 2,584 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $798,436 | 2,478 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $578,969 | 1,853 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $415,391 | 1,461 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $291,764 | 1,013 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||