Position in AMGN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,039,284
+$9,420 QoQ
Shares Held
2,870
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,680
of 3,140 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. AMGN ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
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|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
|
7,555 | $322,296 |
All Filings in AMGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,284 | 2,870 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,029,864 | 2,927 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,020,225 | 3,117 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $963,713 | 3,415 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $927,256 | 3,321 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $953,031 | 3,059 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $722,494 | 2,772 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $998,851 | 3,100 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $1,014,525 | 3,247 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $821,400 | 2,889 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $908,703 | 3,155 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $933,672 | 3,474 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $498,656 | 2,246 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $477,214 | 1,974 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||