Position in AMGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,837,198
-$978,882 QoQ
Shares Held
13,358
-19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#852
of 3,140 holders
Holding Since
Mar 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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. AMGN ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
This page
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in AMGN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,837,198 | 13,358 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,816,080 | 16,530 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,610,939 | 23,253 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,760,568 | 38,131 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,254,117 | 40,307 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,162,213 | 35,828 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,772,621 | 33,658 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,551,690 | 38,955 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,402,710 | 33,294 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,250,439 | 4,398 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,266,423 | 4,397 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,181,737 | 4,397 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $948,247 | 4,271 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,050,887 | 4,347 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,460,803 | 5,562 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,374,038 | 6,096 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $1,341,858 | 5,549 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||