Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionAltfest L J & Co Inc
Latest Disclosed Ownership4,050 shares
Latest Disclosed Value $ 1,425,074
Altfest L J & Co Inc reports 4.54% increase in ownership of AMGN / Amgen Inc.

On April 28, 2026 - Altfest L J & Co Inc filed a 13F-HR form disclosing ownership of 4,050 shares of Amgen Inc. (MX:AMGN) valued at $1,425,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,874 shares of Amgen Inc.. This represents a change in shares of 4.54% 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)
2026-04-28 2026-03-31 13F AMGEN COM 031162100 4,050 176 4.54 1,425 12.38 0.1515
2026-01-23 2025-12-31 13F AMGEN COM 031162100 3,874 7 0.18 1,268 16.22 0.1388
2025-10-21 2025-09-30 13F AMGEN COM 031162100 3,867 0 0.00 1,091 1.11 0.1217
2025-08-08 2025-06-30 13F AMGEN COM 031162100 3,867 -1,287 -24.97 1,080 -32.77 0.1273
2025-05-09 2025-03-31 13F AMGEN COM 031162100 5,154 1,208 30.61 1,606 56.13 0.2013
2025-02-07 2024-12-31 13F AMGEN COM 031162100 3,946 -1,392 -26.08 1,028 102,700.00 0.1312
2024-11-05 2024-09-30 13F AMGEN COM 031162100 5,338 2 0.04 2 0.00 0.2290
2024-08-07 2024-06-30 13F AMGEN COM 031162100 5,336 514 10.66 2 0.00 0.2278
2024-04-22 2024-03-31 13F AMGEN COM 031162100 4,822 1,006 26.36 1 0.00 0.1941
2024-01-18 2023-12-31 13F AMGEN COM 031162100 3,816 -117 -2.97 1 0.00 0.1593
2023-10-26 2023-09-30 13F AMGEN COM 031162100 3,933 45 1.16 1 0.1667
2023-08-09 2023-06-30 13F AMGEN COM 031162100 3,888 -160 -3.95 1 0.1297
2023-04-20 2023-03-31 13F AMGEN COM 031162100 4,048 -35 -0.86 1 -100.00 0.1534
2023-02-02 2022-12-31 13F AMGEN COM 031162100 4,083 -59 -1.42 1 -99.89 0.1776
2022-11-15 2022-09-30 13F AMGEN COM 031162100 4,142 69 1.69 934 -5.75 0.1751
2022-08-04 2022-06-30 13F AMGEN COM 031162100 4,073 -7 -0.17 991 0.41 0.1780
2022-05-02 2022-03-31 13F AMGEN COM 031162100 4,080 -2,367 -36.71 987 -31.93 0.1760
2022-01-24 2021-12-31 13F AMGEN COM 031162100 6,447 -38 -0.59 1,450 5.15 0.2766
2021-10-12 2021-09-30 13F AMGEN COM 031162100 6,485 2,373 57.71 1,379 37.62 0.2889
2021-07-28 2021-06-30 13F AMGEN COM 031162100 4,112 -10 -0.24 1,002 -2.34 0.2160
2021-05-07 2021-03-31 13F AMGEN COM 031162100 4,122 -760 -15.57 1,026 -8.56 0.2425
2021-01-21 2020-12-31 13F AMGEN COM 031162100 4,882 760 18.44 1,122 7.06 0.2749
2020-10-29 2020-09-30 13F AMGEN COM 031162100 4,122 -1,033 -20.04 1,048 -13.82 0.2786
2020-07-21 2020-06-30 13F AMGEN COM 031162100 5,155 537 11.63 1,216 29.91 0.3500
2020-04-13 2020-03-31 13F AMGEN COM 031162100 4,618 22 0.48 936 -15.52 0.2931
2020-01-06 2019-12-31 13F AMGEN COM 031162100 4,596 -25 -0.54 1,108 23.94 0.2792
2019-10-10 2019-09-30 13F AMGEN COM 031162100 4,621 -1,814 -28.19 894 -24.62 0.2305
2019-07-15 2019-06-30 13F AMGEN COM 031162100 6,435 1,612 33.42 1,186 29.48 0.3156
2019-06-10 2019-03-31 13F/A-2 AMGEN COM 031162100 4,823 4,823 -1.31 916 -3.68 0.2230
2019-05-24 2019-03-31 13F/A-1 AMGEN COM 031162100 4,887 64 951 0.2559
2019-04-05 2019-03-31 13F AMGEN COM 031162100 7,608 7,608 983
2019-01-15 2018-12-31 13F AMGEN COM 031162100 0 -4,931 -100.00 0 -100.00
2018-10-10 2018-09-30 13F AMGEN COM 031162100 4,931 -559 -10.18 1,022 0.89 0.2975
2018-08-07 2018-06-30 13F AMGEN COM 031162100 5,490 -511 -8.52 1,013 -0.98 0.3772
2018-05-09 2018-03-31 13F AMGEN COM 031162100 6,001 71 1.20 1,023 -0.78 0.4413
2018-02-12 2017-12-31 13F Amgen COM 031162100 5,930 -7,127 -54.58 1,031 -57.64 0.3915
2017-10-23 2017-09-30 13F Amgen COM 031162100 13,057 -465 -3.44 2,434 4.51 1.1832
2017-07-21 2017-06-30 13F Amgen COM 031162100 13,522 829 6.53 2,329 11.81 1.4060
2017-05-03 2017-03-31 13F Amgen COM 031162100 12,693 9,359 280.71 2,083 327.72 0.8273
2017-01-09 2016-12-31 13F Amgen COM 031162100 3,334 142 4.45 487 -8.46 0.2433
2016-11-16 2016-09-30 13F Amgen COM 031162100 3,192 -8 -0.25 532 9.24 0.3544
2016-11-16 2016-06-30 13F Amgen COM 031162100 3,200 -8,446 -72.52 487 -72.11 0.3393
2016-05-13 2016-03-31 13F Amgen COM 031162100 11,646 -80 -0.68 1,746 -8.30 1.7973
2016-02-19 2015-12-31 13F Amgen COM 031162100 11,726 -268 -2.23 1,904 14.77 1.8635
2015-10-14 2015-09-30 13F Amgen COM 031162100 11,994 40 0.33 1,659 -9.59 1.6384
2015-07-17 2015-06-30 13F Amgen COM 031162100 11,954 -134 -1.11 1,835 -5.02 1.6825
2015-04-20 2015-03-31 13F Amgen COM 031162100 12,088 -2,600 -17.70 1,932 -17.40 1.7983
2015-02-23 2014-12-31 13F/A-1 Amgen COM 031162100 14,688 164 1.13 2,340 15.73 1.9131
2015-02-11 2014-12-31 13F Amgen COM 031162100 14,688 2,340
2014-11-14 2014-09-30 13F AMGEN COM 031162100 14,524 156 1.09 2,021 17.09 1.9864
2014-08-14 2014-06-30 13F AMGEN COM 031162100 14,368 -15 -0.10 1,726 7.20 1.7001
2014-05-13 2014-03-31 13F AMGEN COM 031162100 14,383 -110 -0.76 1,610 -2.60 1.4952
2014-02-14 2013-12-31 13F AMGEN COM 031162100 14,493 14,493 1,653 1.4071
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.