Position in AMGN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,144,474
+$125,911 QoQ
Shares Held
5,922
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,241
of 3,140 holders
Holding Since
Mar 2024
10 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, 2026Wealthspire Retirement, LLC holds $12,147,949 across 7 Drug Manufacturers - General names. AMGN ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
3,801 | $4,559,033 | |
| 2 | AMGN |
Amgen Inc
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|
5,922 | $2,144,474 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
16,083 | $2,031,926 | |
| 4 | JNJ |
Johnson & Johnson
|
6,399 | $1,625,154 | |
| 5 | ABBV |
AbbVie Inc.
|
3,720 | $936,100 | |
| 6 | MRK |
Merck & Co., Inc.
|
4,976 | $639,416 | |
| 7 | NVO |
Novo Nordisk A S
|
4,419 | $211,846 |
All Filings in AMGN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,474 | 5,922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,018,563 | 5,737 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,844,719 | 5,636 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,558,026 | 5,521 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,815,832 | 10,085 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,142,604 | 10,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,635,852 | 10,113 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,258,187 | 10,112 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,174,804 | 10,161 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,890,681 | 10,167 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||