Position in AMGN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,087,983
-$1,388,998 QoQ
Shares Held
5,766
-41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,252
of 3,140 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $14,660,430 across 10 Drug Manufacturers - General names. AMGN ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,825 | $3,227,283 | |
| 2 | LLY |
ELI LILLY & Co
|
2,136 | $2,561,982 | |
| 3 | JNJ |
Johnson & Johnson
|
9,493 | $2,410,937 | |
| 4 | AMGN |
Amgen Inc
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|
5,766 | $2,087,983 | |
| 5 | MRK |
Merck & Co., Inc.
|
14,785 | $1,899,872 | |
| 6 | PFE |
Pfizer Inc
|
38,937 | $937,602 | |
| 7 | AZN |
Astrazeneca PLC
|
3,332 | $631,813 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,255 | $360,413 |
All Filings in AMGN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,983 | 5,766 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,476,981 | 9,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,151,995 | 9,630 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $1,615,595 | 5,725 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,620,534 | 5,804 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $1,794,528 | 5,760 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,885,209 | 7,233 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,460,717 | 7,637 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $2,391,492 | 7,654 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $2,175,616 | 7,652 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $1,931,174 | 6,705 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $1,805,529 | 6,718 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $1,500,189 | 6,757 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $1,633,504 | 6,757 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||