Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionAspiriant, Llc
Latest Disclosed Ownership5,042 shares
Latest Disclosed Value $ 1,774,028
Aspiriant, Llc reports 6.44% increase in ownership of AMGN / Amgen Inc.

On May 12, 2026 - Aspiriant, Llc filed a 13F-HR form disclosing ownership of 5,042 shares of Amgen Inc. (MX:AMGN) valued at $1,774,028 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,737 shares of Amgen Inc.. This represents a change in shares of 6.44% 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)
2026-05-12 2026-03-31 13F AMGEN COM 031162100 5,042 305 6.44 1,774 14.45 0.0505
2026-01-20 2025-12-31 13F AMGEN COM 031162100 4,737 262 5.85 1,550 22.82 0.0445
2025-10-24 2025-09-30 13F AMGEN COM 031162100 4,475 64 1.45 1,263 2.52 0.0386
2025-07-29 2025-06-30 13F AMGEN COM 031162100 4,411 47 1.08 1,232 -9.42 0.0391
2025-04-21 2025-03-31 13F AMGEN COM 031162100 4,364 -68 -1.53 1,360 17.66 0.0472
2025-01-16 2024-12-31 13F AMGEN COM 031162100 4,432 -6 -0.14 1,155 -19.17 0.0417
2024-10-17 2024-09-30 13F AMGEN COM 031162100 4,438 -5 -0.11 1,430 2.95 0.0543
2024-07-15 2024-06-30 13F AMGEN COM 031162100 4,443 -500 -10.12 1,388 -1.21 0.0566
2024-04-15 2024-03-31 13F AMGEN COM 031162100 4,943 -4 -0.08 1,405 -1.33 0.0582
2024-01-26 2023-12-31 13F AMGEN COM 031162100 4,947 -53 -1.06 1,425 6.03 0.0642
2023-10-18 2023-09-30 13F AMGEN COM 031162100 5,000 242 5.09 1,344 27.18 0.0688
2023-07-19 2023-06-30 13F AMGEN COM 031162100 4,758 840 21.44 1,056 11.51 0.0534
2023-04-27 2023-03-31 13F AMGEN COM 031162100 3,918 285 7.84 947 -0.73 0.0496
2023-01-23 2022-12-31 13F AMGEN COM 031162100 3,633 162 4.67 954 21.84 0.0486
2022-10-28 2022-09-30 13F AMGEN COM 031162100 3,471 162 4.90 783 -2.85 0.0383
2022-07-25 2022-06-30 13F AMGEN COM 031162100 3,309 24 0.73 806 1.13 0.0389
2022-05-06 2022-03-31 13F AMGEN COM 031162100 3,285 -322 -8.93 797 -1.60 0.0438
2022-02-14 2021-12-31 13F AMGEN COM 031162100 3,607 478 15.28 810 21.80 0.0433
2021-10-27 2021-09-30 13F AMGEN COM 031162100 3,129 28 0.90 665 -12.15 0.0391
2021-08-13 2021-06-30 13F AMGEN COM 031162100 3,101 82 2.72 757 0.66 0.0428
2021-05-11 2021-03-31 13F AMGEN COM 031162100 3,019 964 46.91 752 58.99 0.0481
2021-02-01 2020-12-31 13F AMGEN COM 031162100 2,055 42 2.09 473 -7.07 0.0323
2020-10-29 2020-09-30 13F AMGEN COM 031162100 2,013 7 0.35 509 7.61 0.0398
2020-08-06 2020-06-30 13F AMGEN COM 031162100 2,006 -820 -29.02 473 -17.02 0.0439
2020-05-05 2020-03-31 13F AMGEN COM 031162100 2,826 91 3.33 570 -13.24 0.0561
2020-01-27 2019-12-31 13F AMGEN COM 031162100 2,735 0 0.00 657 23.50 0.0608
2019-11-04 2019-09-30 13F AMGEN COM 031162100 2,735 -449 -14.10 532 -9.06 0.0477
2019-08-06 2019-06-30 13F AMGEN COM 031162100 3,184 0 0.00 585 -3.47 0.0488
2019-08-06 2019-03-31 13F/A-1 AMGEN COM 031162100 3,184 -1,535 -32.53 606 -34.06 0.0495
2019-05-03 2019-03-31 13F AMGEN COM 031162100 3,184 -1,535 606
2019-02-04 2018-12-31 13F AMGEN COM 031162100 4,719 -59 -1.23 919 -7.27 0.0697
2018-10-26 2018-09-30 13F AMGEN COM 031162100 4,778 -121 -2.47 991 9.62 0.0847
2018-08-07 2018-06-30 13F AMGEN COM 031162100 4,899 552 12.70 904 22.00 0.0774
2018-05-04 2018-03-31 13F AMGEN COM 031162100 4,347 2,693 162.82 741 157.29 0.0646
2018-01-31 2017-12-31 13F AMGEN COM 031162100 1,654 -2,661 -61.67 288 -64.22 0.0845
2017-11-13 2017-09-30 13F AMGEN COM 031162100 4,315 -287 -6.24 805 1.51 0.0675
2017-08-03 2017-06-30 13F AMGEN COM 031162100 4,602 -33 -0.71 793 4.34 0.0690
2017-05-12 2017-03-31 13F AMGEN COM 031162100 4,635 1,071 30.05 760 45.87 0.0647
2017-02-10 2016-12-31 13F AMGEN COM 031162100 3,564 -517 -12.67 521 -23.49 0.0472
2016-11-10 2016-09-30 13F AMGEN COM 031162100 4,081 0 0.00 681 9.66 0.0678
2016-08-09 2016-06-30 13F AMGEN COM 031162100 4,081 517 14.51 621 16.29 0.0587
2016-05-12 2016-03-31 13F AMGEN COM 031162100 3,564 -174 -4.65 534 -12.03 0.0510
2016-02-08 2015-12-31 13F AMGEN COM 031162100 3,738 174 4.88 607 23.12 0.0667
2015-11-09 2015-09-30 13F AMGEN COM 031162100 3,564 -4,375 -55.11 493 -59.56 0.0410
2015-08-06 2015-06-30 13F AMGEN COM 031162100 7,939 0 0.00 1,219 -3.94 0.1189
2015-05-08 2015-03-31 13F AMGEN COM 031162100 7,939 3,920 97.54 1,269 98.28 0.1646
2015-02-13 2014-12-31 13F AMGEN COM 031162100 4,019 324 8.77 640 23.31 0.0856
2014-11-12 2014-09-30 13F AMGEN COM 031162100 3,695 55 1.51 519 20.42 0.0725
2014-08-12 2014-06-30 13F AMGEN COM 031162100 3,640 0 0.00 431 -4.01 0.0594
2014-05-07 2014-03-31 13F AMGEN COM 031162100 3,640 0 0.00 449 8.19 0.0651
2014-02-11 2013-12-31 13F AMGEN COM 031162100 3,640 0 0.00 415 1.97 0.0647
2013-11-08 2013-09-30 13F AMGEN COM 031162100 3,640 3,640 407 0.0729
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.