Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership4,900 shares
Latest Disclosed Value $ 1,724,166
Keudell/Morrison Wealth Management reports 8.51% decrease in ownership of AMGN / Amgen Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 4,900 shares of Amgen Inc. (CH:AMGN) valued at $1,724,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,356 shares of Amgen Inc.. This represents a change in shares of -8.51% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F AMGEN COM 031162100 4,900 -456 -8.51 1,724 -1.65 0.3526
2026-02-06 2025-12-31 13F AMGEN COM 031162100 5,356 61 1.15 1,753 18.61 0.3684
2025-07-22 2025-06-30 13F AMGEN COM 031162100 5,295 352 7.12 1,478 -3.96 0.3281
2025-04-23 2025-03-31 13F AMGEN COM 031162100 4,943 400 8.80 1,540 29.98 0.3632
2025-01-23 2024-12-31 13F AMGEN COM 031162100 4,543 497 12.28 1,184 -9.13 0.3086
2024-10-31 2024-09-30 13F AMGEN COM 031162100 4,046 -309 -7.10 1,304 -4.19 0.3539
2024-07-16 2024-06-30 13F AMGEN COM 031162100 4,355 108 2.54 1,361 12.68 0.3981
2024-05-07 2024-03-31 13F AMGEN COM 031162100 4,247 -107 -2.46 1,208 -3.75 0.3655
2024-02-14 2023-12-31 13F AMGEN COM 031162100 4,354 -533 -10.91 1,254 -4.49 0.4138
2023-10-18 2023-09-30 13F AMGEN COM 031162100 4,887 193 4.11 1,313 26.01 0.4003
2023-07-20 2023-06-30 13F AMGEN COM 031162100 4,694 1,194 34.11 1,042 23.17 0.3004
2023-04-18 2023-03-31 13F AMGEN COM 031162100 3,500 310 9.72 846 1.08 0.2492
2023-01-20 2022-12-31 13F AMGEN COM 031162100 3,190 -813 -20.31 838 -7.21 0.2688
2022-10-12 2022-09-30 13F AMGEN COM 031162100 4,003 427 11.94 902 3.68 0.3375
2022-07-18 2022-06-30 13F AMGEN COM 031162100 3,576 41 1.16 870 1.75 0.3161
2022-04-18 2022-03-31 13F AMGEN COM 031162100 3,535 -68 -1.89 855 5.43 0.3575
2022-02-08 2021-12-31 13F AMGEN COM 031162100 3,603 518 16.79 811 23.63 0.3202
2021-12-08 2021-09-30 13F/A-1 AMGEN COM 031162100 3,085 343 12.51 656 -1.80 0.2813
2021-10-20 2021-09-30 13F AMGEN COM 031162100 3,085 343 656 0.2818
2021-07-13 2021-06-30 13F AMGEN COM 031162100 2,742 149 5.75 668 3.57 0.3657
2021-04-13 2021-03-31 13F AMGEN COM 031162100 2,593 161 6.62 645 15.38 0.3743
2021-02-12 2020-12-31 13F AMGEN COM 031162100 2,432 40 1.67 559 -8.06 0.3549
2020-10-20 2020-09-30 13F AMGEN COM 031162100 2,392 27 1.14 608 8.96 0.3908
2020-07-14 2020-06-30 13F AMGEN COM 031162100 2,365 87 3.82 558 20.78 0.4615
2020-04-20 2020-03-31 13F AMGEN COM 031162100 2,278 236 11.56 462 -6.10 0.4519
2020-01-29 2019-12-31 13F AMGEN COM 031162100 2,042 297 17.02 492 45.56 0.3402
2019-11-13 2019-09-30 13F AMGEN COM 031162100 1,745 0 0.00 338 5.63 0.2789
2019-08-23 2019-06-30 13F/A-1 AMGEN COM 031162100 1,745 -200 -10.28 320 -13.51 0.2802
2019-08-21 2019-03-31 13F AMGEN COM 031162100 1,945 1,945 370 0.3255
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.