Position in AMGN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$28,607
+$1,867 QoQ
Shares Held
79
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,031
of 3,140 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $708,538 across 11 Drug Manufacturers - General names. AMGN ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
657 | $166,858 | |
| 2 | LLY |
ELI LILLY & Co
|
125 | $149,928 | |
| 3 | ABBV |
AbbVie Inc.
|
560 | $140,918 | |
| 4 | MRK |
Merck & Co., Inc.
|
737 | $94,704 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
652 | $82,373 | |
| 6 | AMGN |
Amgen Inc
This page
|
79 | $28,607 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
300 | $17,286 | |
| 8 | AZN |
Astrazeneca PLC
|
58 | $10,997 |
All Filings in AMGN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,607 | 79 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $26,740 | 76 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,293 | 62 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,803 | 56 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $15,635 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,889 | 51 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $13,032 | 50 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $20,621 | 64 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $17,184 | 55 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $14,500 | 51 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,592 | 9 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||