Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership5,082 shares
Latest Disclosed Value $ 1,788
Appleton Partners Inc/ma reports 4.15% decrease in ownership of AMGN / Amgen Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 5,082 shares of Amgen Inc. (MX:AMGN) valued at $1,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 5,302 shares of Amgen Inc.. This represents a change in shares of -4.15% 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 INC COM CS 031162100 5,082 -220 -4.15 2 0.00 0.1247
2026-01-09 2025-12-31 13F AMGEN INC COM CS 031162100 5,302 -75 -1.39 2 0.00 0.1143
2025-11-05 2025-09-30 13F AMGEN CS 031162100 5,377 -794 -12.87 2 0.00 0.1018
2025-07-22 2025-06-30 13F AMGEN CS 031162100 6,171 -398 -6.06 2 -50.00 0.1219
2025-04-22 2025-03-31 13F AMGEN CS 031162100 6,569 -11,898 -64.43 2 -50.00 0.1581
2025-01-28 2024-12-31 13F AMGEN CS 031162100 18,467 -1,105 -5.65 5 -33.33 0.3558
2024-10-01 2024-09-30 13F AMGEN CS 031162100 19,572 -524 -2.61 6 0.00 0.4639
2024-07-02 2024-06-30 13F AMGEN CS 031162100 20,096 -217 -1.07 6 20.00 0.4836
2024-04-01 2024-03-31 13F AMGEN CS 031162100 20,313 279 1.39 6 0.00 0.4482
2024-01-02 2023-12-31 13F AMGEN CS 031162100 20,034 -1,405 -6.55 6 0.00 0.4653
2023-10-03 2023-09-30 13F AMGEN CS 031162100 21,439 -1,703 -7.36 6 0.00 0.5121
2023-07-10 2023-06-30 13F AMGEN CS 031162100 23,142 -141 -0.61 5 0.00 0.4338
2023-04-10 2023-03-31 13F AMGEN CS 031162100 23,283 -765 -3.18 6 -16.67 0.5007
2023-01-19 2022-12-31 13F AMGEN CS 031162100 24,048 -4,660 -16.23 6 -99.91 0.5983
2022-10-27 2022-09-30 13F AMGEN CS 031162100 28,708 683 2.44 6,471 -5.09 0.6473
2022-07-08 2022-06-30 13F AMGEN CS 031162100 28,025 660 2.41 6,818 3.04 0.6448
2022-04-05 2022-03-31 13F AMGEN CS 031162100 27,365 -258 -0.93 6,617 6.49 0.5409
2022-02-03 2021-12-31 13F AMGEN CS 031162100 27,623 547 2.02 6,214 7.92 0.4678
2021-10-14 2021-09-30 13F AMGEN CS 031162100 27,076 635 2.40 5,758 -10.66 0.4795
2021-07-07 2021-06-30 13F AMGEN CS 031162100 26,441 447 1.72 6,445 -0.36 0.5489
2021-04-19 2021-03-31 13F AMGEN INC COM CS 031162100 25,994 438 1.71 6,468 10.07 0.6012
2021-01-19 2020-12-31 13F AMGEN INC COM CS 031162100 25,556 -165 -0.64 5,876 -10.11 0.5785
2020-10-14 2020-09-30 13F AMGEN INC COM COM 031162100 25,721 521 2.07 6,537 9.98 0.7218
2020-08-14 2020-06-30 13F AMGEN INC COM COM 031162100 25,200 -808 -3.11 5,944 12.73 0.7118
2020-05-04 2020-03-31 13F AMGEN INC COM COM 031162100 26,008 -583 -2.19 5,273 -17.74 0.7307
2020-01-13 2019-12-31 13F AMGEN INC COM COM 031162100 26,591 2,925 12.36 6,410 39.96 0.7041
2019-11-04 2019-09-30 13F AMGEN INC COM COM 031162100 23,666 -730 -2.99 4,580 1.87 0.5529
2019-07-25 2019-06-30 13F AMGEN INC COM COM 031162100 24,396 -56 -0.23 4,496 -3.21 0.5557
2019-04-17 2019-03-31 13F AMGEN INC COM COM 031162100 24,452 465 1.94 4,645 -0.54 0.6157
2019-01-17 2018-12-31 13F AMGEN INC COM COM 031162100 23,987 3,127 14.99 4,670 8.00 0.6993
2018-10-09 2018-09-30 13F AMGEN INC COM COM 031162100 20,860 270 1.31 4,324 13.76 0.5757
2018-08-08 2018-06-30 13F AMGEN INC COM COM 031162100 20,590 1,637 8.64 3,801 17.64 0.5442
2018-04-11 2018-03-31 13F AMGEN INC COM COM 031162100 18,953 915 5.07 3,231 3.00 0.4903
2018-01-12 2017-12-31 13F AMGEN INC COM COM 031162100 18,038 1,478 8.93 3,137 1.59 0.4866
2017-10-12 2017-09-30 13F AMGEN INC COM COM 031162100 16,560 -620 -3.61 3,088 4.36 0.5202
2017-07-11 2017-06-30 13F AMGEN INC COM COM 031162100 17,180 550 3.31 2,959 8.47 0.4973
2017-05-01 2017-03-31 13F AMGEN INC COM COM 031162100 16,630 -2,706 -13.99 2,728 -3.50 0.5019
2017-02-13 2016-12-31 13F AMGEN INC COM COM 031162100 19,336 -2,187 -10.16 2,827 -21.25 0.5714
2016-11-03 2016-09-30 13F AMGEN INC COM COM 031162100 21,523 686 3.29 3,590 13.25 0.6764
2016-08-03 2016-06-30 13F AMGEN INC COM COM 031162100 20,837 265 1.29 3,170 2.79 0.6479
2016-04-21 2016-03-31 13F AMGEN INC COM COM 031162100 20,572 2,181 11.86 3,084 3.32 0.6095
2016-01-22 2015-12-31 13F AMGEN INC COM COM 031162100 18,391 2,324 14.46 2,985 34.34 0.5887
2015-10-15 2015-09-30 13F AMGEN INC COM COM 031162100 16,067 1,420 9.69 2,222 -1.20 0.5051
2015-07-15 2015-06-30 13F AMGEN INC COM COM 031162100 14,647 -600 -3.94 2,249 -7.71 0.5037
2015-04-30 2015-03-31 13F AMGEN INC COM COM 031162100 15,247 15,247 0.00 2,437 0.5496
2015-02-04 2014-12-31 13F AMGEN INC COM COM 031162100 0 -13,062 -100.00 0 -100.00
2014-11-06 2014-09-30 13F AMGEN INC COM COM 031162100 13,062 3,316 34.02 1,835 59.01 0.4285
2014-07-23 2014-06-30 13F AMGEN INC COM COM 031162100 9,746 415 4.45 1,154 0.26 0.2698
2014-04-30 2014-03-31 13F AMGEN INC COM COM 031162100 9,331 35 0.38 1,151 8.58 0.2724
2014-02-13 2013-12-31 13F AMGEN INC COM COMMON STOCK 031162100 9,296 75 0.81 1,060 2.71 0.2541
2013-10-22 2013-09-30 13F AMGEN INC COM COMMON STOCK 031162100 9,221 825 9.83 1,032 -99.88 0.2766
2013-08-13 2013-06-30 13F AMGEN INC COM COMMON STOCK 031162100 8,396 8,396 828,349 0.2388
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.