Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership155,744 shares
Latest Disclosed Value $ 54,799,574
AE Wealth Management LLC reports 16.11% increase in ownership of AMGN / Amgen Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 155,744 shares of Amgen Inc. (MX:AMGN) valued at $54,799,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 134,132 shares of Amgen Inc.. This represents a change in shares of 16.11% 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)
2026-05-13 2026-03-31 13F AMGEN COM 031162100 155,744 21,612 16.11 54,800 24.82 0.0087
2026-01-26 2025-12-31 13F AMGEN COM 031162100 134,132 23,909 21.69 43,903 41.14 0.2520
2025-11-03 2025-09-30 13F AMGEN COM 031162100 110,223 18,798 20.56 31,106 21.86 0.1983
2025-08-06 2025-06-30 13F AMGEN COM 031162100 91,425 7,001 8.29 25,527 -2.95 0.1866
2025-05-06 2025-03-31 13F AMGEN COM 031162100 84,424 9,691 12.97 26,303 35.03 0.2212
2025-02-13 2024-12-31 13F AMGEN COM 031162100 74,733 12,324 19.75 19,479 -3.13 0.1652
2024-11-14 2024-09-30 13F AMGEN COM 031162100 62,409 43,168 224.35 20,109 234.54 0.1824
2024-08-12 2024-06-30 13F AMGEN COM 031162100 19,241 4,789 33.14 6,012 46.29 0.0601
2024-05-15 2024-03-31 13F AMGEN COM 031162100 14,452 -69,216 -82.73 4,109 -84.25 0.0464
2024-02-14 2023-12-31 13F AMGEN COM 031162100 83,668 2,074 2.54 26,085 18.95 0.1332
2023-10-11 2023-09-30 13F AMGEN COM 031162100 81,594 -958 -1.16 21,929 19.65 0.1311
2023-07-10 2023-06-30 13F AMGEN COM 031162100 82,552 -13,086 -13.68 18,328 -20.73 0.1102
2023-04-14 2023-03-31 13F AMGEN COM 031162100 95,638 11,850 14.14 23,120 5.06 0.1488
2023-01-31 2022-12-31 13F AMGEN COM 031162100 83,788 8,981 12.01 22,006 30.51 0.1591
2022-10-25 2022-09-30 13F AMGEN COM 031162100 74,807 866 1.17 16,861 -6.28 0.1337
2022-08-03 2022-06-30 13F AMGEN COM 031162100 73,941 20,879 39.35 17,990 40.21 0.1439
2022-04-18 2022-03-31 13F AMGEN COM 031162100 53,062 4,214 8.63 12,831 16.76 0.0880
2022-01-20 2021-12-31 13F AMGEN COM 031162100 48,848 7,964 19.48 10,989 26.40 0.0766
2021-11-01 2021-09-30 13F AMGEN COM 031162100 40,884 6,094 17.52 8,694 2.52 0.0716
2021-07-21 2021-06-30 13F AMGEN COM 031162100 34,790 3,485 11.13 8,480 8.87 0.0741
2021-04-27 2021-03-31 13F AMGEN COM 031162100 31,305 -6,495 -17.18 7,789 -10.38 0.0786
2021-02-01 2020-12-31 13F AMGEN COM 031162100 37,800 225 0.60 8,691 -8.99 0.0986
2020-11-06 2020-09-30 13F AMGEN COM 031162100 37,575 7,468 24.80 9,550 34.49 0.1363
2020-08-05 2020-06-30 13F AMGEN COM 031162100 30,107 940 3.22 7,101 20.09 0.1097
2020-05-07 2020-03-31 13F AMGEN COM 031162100 29,167 3,816 15.05 5,913 -3.24 0.1359
2020-01-15 2019-12-31 13F AMGEN COM 031162100 25,351 1,419 5.93 6,111 31.96 0.1326
2019-11-05 2019-09-30 13F AMGEN COM 031162100 23,932 936 4.07 4,631 9.27 0.1338
2019-07-22 2019-06-30 13F AMGEN COM 031162100 22,996 16,226 239.68 4,238 229.55 0.1273
2019-05-14 2019-03-31 13F AMGEN COM 031162100 6,770 3,356 98.30 1,286 93.38 0.0894
2019-02-14 2018-12-31 13F AMGEN COM 031162100 3,414 -4,393 -56.27 665 -58.90 0.1138
2018-11-13 2018-09-30 13F AMGEN COM 031162100 7,807 3,253 71.43 1,618 92.39 0.0890
2018-08-14 2018-06-30 13F AMGEN COM 031162100 4,554 660 16.95 841 26.66 0.0572
2018-05-14 2018-03-31 13F AMGEN COM 031162100 3,894 660 20.41 664 18.15 0.0512
2018-02-06 2017-12-31 13F AMGEN COM 031162100 3,234 868 36.69 562 27.44 0.0496
2017-11-08 2017-09-30 13F AMGEN COM 031162100 2,366 435 22.53 441 32.43 0.0409
2017-08-11 2017-06-30 13F AMGEN COM 031162100 1,931 645 50.16 333 57.82 0.0397
2017-05-10 2017-03-31 13F AMGEN COM 031162100 1,286 1,286 211 0.0391
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.