Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership16,544 shares
Latest Disclosed Value $ 5,821,142
180 Wealth Advisors, Llc reports 1.93% decrease in ownership of AMGN / Amgen Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 16,544 shares of Amgen Inc. (MX:AMGN) valued at $5,821,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 16,870 shares of Amgen Inc.. This represents a change in shares of -1.93% 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)
2026-05-01 2026-03-31 13F AMGEN COM 031162100 16,544 -326 -1.93 5,821 5.43 0.6617
2026-01-09 2025-12-31 13F AMGEN COM 031162100 16,870 6,535 63.23 5,522 89.33 0.6287
2025-10-16 2025-09-30 13F AMGEN COM 031162100 10,335 801 8.40 2,917 9.54 0.3554
2025-07-31 2025-06-30 13F AMGEN COM 031162100 9,534 230 2.47 2,662 -8.14 0.3713
2025-04-09 2025-03-31 13F AMGEN COM 031162100 9,304 338 3.77 2,899 24.06 0.4617
2025-01-14 2024-12-31 13F AMGEN COM 031162100 8,966 -88 -0.97 2,337 -19.92 0.3661
2024-11-01 2024-09-30 13F AMGEN COM 031162100 9,054 64 0.71 2,917 -0.17 0.4592
2024-07-16 2024-06-30 13F AMGEN COM 031162100 8,990 7,013 354.73 2,923 419.93 0.4767
2024-04-16 2024-03-31 13F AMGEN COM 031162100 1,977 -11 -0.55 562 -4.91 0.1010
2024-01-25 2023-12-31 13F AMGEN COM 031162100 1,988 -87 -4.19 591 6.10 0.1183
2023-11-01 2023-09-30 13F AMGEN COM 031162100 2,075 -18 -0.86 558 18.51 0.1255
2023-07-12 2023-06-30 13F AMGEN COM 031162100 2,093 99 4.96 471 -2.49 0.1034
2023-04-07 2023-03-31 13F AMGEN COM 031162100 1,994 -21 -1.04 482 -6.04 0.1122
2023-02-02 2022-12-31 13F AMGEN COM 031162100 2,015 292 16.95 514 32.22 0.1208
2022-10-12 2022-09-30 13F AMGEN COM 031162100 1,723 -50 -2.82 388 -10.80 0.1068
2022-07-11 2022-06-30 13F AMGEN COM 031162100 1,773 -4 -0.23 435 -3.33 0.1111
2022-04-22 2022-03-31 13F AMGEN COM 031162100 1,777 -172 -8.83 450 1.35 0.0982
2022-01-26 2021-12-31 13F AMGEN COM 031162100 1,949 -625 -24.28 444 -17.01 0.0997
2021-10-28 2021-09-30 13F AMGEN COM 031162100 2,574 475 22.63 535 11.92 0.1179
2021-08-13 2021-06-30 13F AMGEN COM 031162100 2,099 -12 -0.57 478 -9.81 0.1093
2021-05-25 2021-03-31 13F AMGEN COM 031162100 2,111 -112 -5.04 530 -3.99 0.1314
2021-01-27 2020-12-31 13F AMGEN COM 031162100 2,223 144 6.93 552 15.00 0.1593
2020-10-23 2020-09-30 13F AMGEN COM 031162100 2,079 3 0.14 480 -10.45 0.1800
2020-07-21 2020-06-30 13F AMGEN COM 031162100 2,076 -109 -4.99 536 17.54 0.2130
2020-04-09 2020-03-31 13F AMGEN COM 031162100 2,185 -37 -1.67 456 -15.08 0.2367
2020-01-17 2019-12-31 13F AMGEN COM 031162100 2,222 -166 -6.95 537 12.11 0.2141
2019-10-22 2019-09-30 13F AMGEN COM 031162100 2,388 -903 -27.44 479 -21.73 0.2118
2019-08-05 2019-06-30 13F AMGEN COM 031162100 3,291 -128 -3.74 612 3.03 0.2754
2019-05-14 2019-03-31 13F AMGEN COM 031162100 3,419 -451 -11.65 594 -25.94 0.2695
2019-01-15 2018-12-31 13F AMGEN COM 031162100 3,870 -102 -2.57 802 -2.55 0.3744
2018-11-14 2018-09-30 13F AMGEN COM 031162100 3,972 -8 -0.20 823 11.97 0.3805
2018-08-08 2018-06-30 13F AMGEN COM 031162100 3,980 1,977 98.70 735 113.04 0.3642
2018-06-01 2018-03-31 13F AMGEN COM 031162100 2,003 -5,919 -74.72 345 -74.96 0.1791
2018-02-13 2017-12-31 13F AMGEN COM 031162100 7,922 7,922 1,378 0.7015
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.