Position in AMGN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,626,598
-$1,502,769 QoQ
Shares Held
26,584
-16.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#559
of 3,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $66,282,067 across 15 Drug Manufacturers - General names. AMGN ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
21,550 | $25,847,718 | |
| 2 | JNJ |
Johnson & Johnson
|
56,485 | $14,345,495 | |
| 3 | AMGN |
Amgen Inc
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|
26,584 | $9,626,598 | |
| 4 | ABBV |
AbbVie Inc.
|
27,070 | $6,811,894 | |
| 5 | MRK |
Merck & Co., Inc.
|
35,474 | $4,558,408 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
30,189 | $1,739,490 | |
| 7 | AZN |
Astrazeneca PLC
|
8,454 | $1,603,047 | |
| 8 | PFE |
Pfizer Inc
|
44,139 | $1,062,867 |
All Filings in AMGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,626,598 | 26,584 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,129,367 | 31,631 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,276,879 | 31,398 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,728,163 | 30,929 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,579,564 | 30,728 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $9,085,732 | 29,163 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $7,693,571 | 29,518 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $9,509,705 | 29,514 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $9,126,039 | 29,208 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $8,239,024 | 28,978 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $8,478,444 | 29,437 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $8,361,661 | 31,112 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $7,040,920 | 31,713 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $7,839,710 | 32,429 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $8,541,578 | 32,522 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $7,405,291 | 32,854 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $8,044,227 | 33,063 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $8,070,258 | 33,373 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $7,430,084 | 33,027 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $7,136,108 | 33,558 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $7,865,081 | 32,267 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $8,305,526 | 33,381 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $7,175,803 | 31,210 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $7,947,583 | 31,270 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $7,819,466 | 33,153 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $6,692,522 | 33,012 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||