Position in AMGN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,615,055
+$12,379 QoQ
Shares Held
4,460
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,396
of 3,140 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $7,764,672 across 8 Drug Manufacturers - General names. AMGN ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,589 | $1,905,894 | |
| 2 | AMGN |
Amgen Inc
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|
4,460 | $1,615,055 | |
| 3 | JNJ |
Johnson & Johnson
|
5,447 | $1,383,374 | |
| 4 | ABBV |
AbbVie Inc.
|
3,480 | $875,707 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,793 | $872,900 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,371 | $425,892 | |
| 7 | NVS |
Novartis AG
|
2,574 | $403,397 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,902 | $282,453 |
All Filings in AMGN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,055 | 4,460 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,602,676 | 4,555 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,325,605 | 4,050 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $914,045 | 3,239 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $873,368 | 3,128 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $989,171 | 3,175 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $846,298 | 3,247 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,116,779 | 3,466 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $989,216 | 3,166 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $900,157 | 3,166 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $850,811 | 2,954 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $783,704 | 2,916 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $643,635 | 2,899 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $700,833 | 2,899 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $761,393 | 2,899 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $643,517 | 2,855 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $694,621 | 2,855 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||