Position in AMGN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,857,839
+$125,810 QoQ
Shares Held
13,415
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#851
of 3,140 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Lodestone Wealth Management LLC holds $11,491,912 across 12 Drug Manufacturers - General names. AMGN ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
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|
13,415 | $4,857,839 | |
| 2 | MRK |
Merck & Co., Inc.
|
32,793 | $4,213,900 | |
| 3 | JNJ |
Johnson & Johnson
|
5,732 | $1,455,756 | |
| 4 | LLY |
ELI LILLY & Co
|
354 | $424,597 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
886 | $111,937 | |
| 6 | NVS |
Novartis AG
|
641 | $100,457 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,635 | $94,208 | |
| 8 | PFE |
Pfizer Inc
|
3,503 | $84,352 |
All Filings in AMGN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,857,839 | 13,415 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,732,029 | 13,449 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,383,662 | 13,393 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,843,563 | 13,620 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,714,609 | 13,304 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,112,770 | 13,201 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $3,714,901 | 14,253 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $4,714,898 | 14,633 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $4,459,285 | 14,272 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $4,045,588 | 14,229 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,095,068 | 14,218 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $4,017,155 | 14,947 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $3,376,036 | 15,206 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,248,878 | 13,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,590,814 | 13,672 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||