Position in AMGN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,541,358
+$72,075 QoQ
Shares Held
7,018
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,143
of 3,140 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $16,271,551 across 11 Drug Manufacturers - General names. AMGN ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,323 | $2,786,276 | |
| 2 | ABBV |
AbbVie Inc.
|
10,703 | $2,693,302 | |
| 3 | JNJ |
Johnson & Johnson
|
10,314 | $2,619,446 | |
| 4 | AMGN |
Amgen Inc
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|
7,018 | $2,541,358 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,879 | $1,397,951 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
24,137 | $1,390,773 | |
| 7 | NVS |
Novartis AG
|
5,274 | $826,541 | |
| 8 | PFE |
Pfizer Inc
|
27,200 | $654,976 |
All Filings in AMGN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,358 | 7,018 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,469,283 | 7,018 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,272,186 | 6,942 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,895,537 | 6,717 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,778,567 | 6,370 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,905,751 | 6,117 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,587,818 | 6,092 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,956,781 | 6,073 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,822,833 | 5,834 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,658,722 | 5,834 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,694,709 | 5,884 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,613,635 | 6,004 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,333,008 | 6,004 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,447,599 | 5,988 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,448,459 | 5,515 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||