Position in AMGN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$521,452
-$8,082 QoQ
Shares Held
1,440
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,151
of 3,140 holders
Holding Since
Mar 2026
2 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, 2026Everest Financial Group LLC holds $4,548,626 across 7 Drug Manufacturers - General names. AMGN ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
9,678 | $1,243,623 | |
| 2 | ABBV |
AbbVie Inc.
|
3,619 | $910,685 | |
| 3 | LLY |
ELI LILLY & Co
|
602 | $722,056 | |
| 4 | JNJ |
Johnson & Johnson
|
2,485 | $631,115 | |
| 5 | AMGN |
Amgen Inc
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|
1,440 | $521,452 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,305 | $291,213 | |
| 7 | NVO |
Novo Nordisk A S
|
4,766 | $228,482 |
All Filings in AMGN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,452 | 1,440 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $529,534 | 1,505 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||