Position in AMGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$496,828
+$14,090 QoQ
Shares Held
1,372
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,193
of 3,149 holders
Holding Since
Jun 2020
22 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, 2026Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. AMGN ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,396 | $3,402,182 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,653 | $2,011,410 | |
| 3 | ABBV |
AbbVie Inc.
|
3,699 | $930,816 | |
| 4 | PFE |
Pfizer Inc
|
21,656 | $521,476 | |
| 5 | AMGN |
Amgen Inc
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|
1,372 | $496,828 | |
| 6 | LLY |
ELI LILLY & Co
|
331 | $397,011 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,885 | $364,490 |
All Filings in AMGN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,828 | 1,372 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $482,738 | 1,372 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $303,089 | 926 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $261,881 | 928 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $287,307 | 1,029 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $329,619 | 1,058 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $237,182 | 910 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $293,211 | 910 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $275,268 | 881 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $250,485 | 881 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $253,745 | 881 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $236,777 | 881 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $212,981 | 881 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $231,385 | 881 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $224,322 | 922 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $222,958 | 922 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $207,422 | 922 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $224,737 | 922 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $230,398 | 926 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $211,986 | 922 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $234,335 | 922 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $217,462 | 922 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||