Compound Planning, Inc.

Position in AMGN — Amgen Inc

CIK 1978879 NEW YORK, NY

Position in AMGN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,099,384

-$2,950,675 QoQ

Shares Held

8,559

-50.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,057

of 3,140 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. AMGN ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	124,737	$31,388,818
2	JNJ	Johnson & Johnson	65,795	$16,709,955
3	LLY	ELI LILLY & Co	10,900	$13,073,787
4	MRK	Merck & Co., Inc.	101,296	$13,016,535
5	PFE	Pfizer Inc	242,706	$5,844,359
6	GILD	Gilead Sciences, Inc.	40,613	$5,131,046
7	NVS	Novartis AG	30,759	$4,820,549
8	AMGN	Amgen Inc This page	8,559	$3,099,384

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,099,384	8,559	-50.2%	Shares	Sole	2026-08-04
2026-03-31	$6,050,059	17,195	+83.4%	Shares	Other	2026-05-14
2025-12-31	$3,069,185	9,377	+37.1%	Shares	Defined	2026-02-19
2025-09-30	$1,930,248	6,840	+8.4%	Shares	Sole	2025-11-10
2025-06-30	$1,762,094	6,311	-5.9%	Shares	Sole	2025-08-14
2025-03-31	$2,088,942	6,705	+25.0%	Shares	Sole	2025-05-14
2024-12-31	$1,397,551	5,362	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$1,736,067	5,388	+4.2%	Shares	Sole	2024-10-08
2024-06-30	$1,615,678	5,171	+38.4%	Shares	Sole	2024-07-26
2024-03-31	$1,062,219	3,736	+115.1%	Shares	Sole	2024-05-07
2023-12-31	$500,290	1,737	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.