Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionAviso Wealth Management
Latest Disclosed Ownership2,601 shares
Latest Disclosed Value $ 915,304
Aviso Wealth Management reports 1.64% increase in ownership of AMGN / Amgen Inc.

On May 8, 2026 - Aviso Wealth Management filed a 13F-HR form disclosing ownership of 2,601 shares of Amgen Inc. (MX:AMGN) valued at $915,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,559 shares of Amgen Inc.. This represents a change in shares of 1.64% 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)
2026-05-08 2026-03-31 13F AMGEN COM 031162100 2,601 42 1.64 915 9.32 0.4126
2026-02-13 2025-12-31 13F AMGEN COM 031162100 2,559 257 11.16 838 28.97 0.3521
2025-11-14 2025-09-30 13F AMGEN OM 031162100 2,302 158 7.37 650 8.53 0.2832
2025-08-11 2025-06-30 13F AMGEN COM 031162100 2,144 -12 -0.56 599 -10.88 0.2795
2025-05-09 2025-03-31 13F AMGEN COM 031162100 2,156 -110 -4.85 672 13.73 0.3570
2025-02-12 2024-12-31 13F AMGEN COM 031162100 2,266 243 12.01 590 -9.37 0.3012
2024-11-07 2024-09-30 13F AMGEN COM 031162100 2,023 -990 -32.86 652 -30.82 0.3536
2024-08-15 2024-06-30 13F AMGEN COM 031162100 3,013 1,185 64.82 941 81.31 0.5588
2024-05-14 2024-03-31 13F AMGEN COM 031162100 1,828 259 16.51 520 15.08 0.3277
2024-02-13 2023-12-31 13F AMGEN COM 031162100 1,569 1,569 452 0.3275
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.