Position in AMGN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,675,152
+$1,661,516 QoQ
Shares Held
10,149
+77.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#975
of 3,140 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $76,294,407 across 14 Drug Manufacturers - General names. AMGN ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
17,517 | $21,010,414 | |
| 2 | ABBV |
AbbVie Inc.
|
79,725 | $20,061,996 | |
| 3 | JNJ |
Johnson & Johnson
|
57,332 | $14,560,605 | |
| 4 | MRK |
Merck & Co., Inc.
|
54,135 | $6,956,346 | |
| 5 | AMGN |
Amgen Inc
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|
10,149 | $3,675,152 | |
| 6 | PFE |
Pfizer Inc
|
79,117 | $1,905,134 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,380 | $1,816,766 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
30,395 | $1,751,358 |
All Filings in AMGN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,675,152 | 10,149 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,013,636 | 5,723 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,810,350 | 5,531 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,336,497 | 4,736 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,382,365 | 4,951 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,064,563 | 3,417 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $632,572 | 2,427 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $550,977 | 1,710 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $494,293 | 1,582 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||