Position in AMGN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$7,559,497
+$3,384,004 QoQ
Shares Held
21,485
+68.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.04188969048173144.ToString("F0")%
Shared 0.ToString("F0")%
None 99.95811030951826.ToString("F0")%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Derivatives in AMGN
reported options exposure · as of Mar 31, 2026CallValue
$35,185
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $74,708,336 across 14 Drug Manufacturers - General names. AMGN ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
90,061 | $22,014,510 | |
| 2 | LLY |
ELI LILLY & Co
|
17,158 | $15,781,413 | |
| 3 | ABBV |
AbbVie Inc.
|
64,190 | $13,960,683 | |
| 4 | AMGN |
Amgen Inc
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|
21,485 | $7,559,497 | |
| 5 | PFE |
Pfizer Inc
|
127,727 | $3,586,574 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,577 | $3,196,947 | |
| 7 | AZN |
Astrazeneca PLC
|
11,855 | $2,338,043 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
33,139 | $2,009,880 |
All Filings in AMGN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,559,497 | 21,485 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $35,185 | 100 | Call | Sole | 2026-05-01 | |
| 2025-12-31 | $4,175,493 | 12,757 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,659,569 | 12,968 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,382,908 | 12,116 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,231,708 | 10,373 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,774,697 | 6,809 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,497,309 | 4,647 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,147,941 | 3,674 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||