Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership2,714 shares
Latest Disclosed Value $ 954,903
BSW Wealth Partners reports 9.61% increase in ownership of AMGN / Amgen Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 2,714 shares of Amgen Inc. (MX:AMGN) valued at $954,903 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,476 shares of Amgen Inc.. This represents a change in shares of 9.61% 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)
2026-04-14 2026-03-31 13F AMGEN COM 031162100 2,714 238 9.61 955 17.78 0.1165
2026-01-23 2025-12-31 13F AMGEN COM 031162100 2,476 5 0.20 810 16.21 0.0972
2025-10-15 2025-09-30 13F AMGEN COM 031162100 2,471 17 0.69 697 1.75 0.0868
2025-07-18 2025-06-30 13F AMGEN COM 031162100 2,454 -58 -2.31 685 -12.40 0.0939
2025-04-24 2025-03-31 13F AMGEN COM 031162100 2,512 141 5.95 782 26.54 0.1188
2025-01-22 2024-12-31 13F AMGEN COM 031162100 2,371 81 3.54 618 -16.15 0.0907
2024-10-29 2024-09-30 13F AMGEN COM 031162100 2,290 -343 -13.03 738 -10.34 0.1107
2024-07-16 2024-06-30 13F AMGEN COM 031162100 2,633 -209 -7.35 823 1.73 0.1350
2024-04-23 2024-03-31 13F AMGEN COM 031162100 2,842 5 0.18 808 -1.10 0.1369
2024-01-25 2023-12-31 13F AMGEN COM 031162100 2,837 -24 -0.84 817 6.24 0.1621
2023-10-27 2023-09-30 13F AMGEN COM 031162100 2,861 261 10.04 769 33.28 0.1711
2023-08-11 2023-06-30 13F AMGEN COM 031162100 2,600 -8 -0.31 577 -8.41 0.1205
2023-05-15 2023-03-31 13F AMGEN COM 031162100 2,608 -189 -6.76 631 0.1292
2023-02-14 2022-12-31 13F AMGEN COM 031162100 2,797 193 7.41 1 -100.00 0.1578
2022-11-14 2022-09-30 13F AMGEN COM 031162100 2,604 -1,396 -34.90 587 -39.67 0.1442
2022-08-15 2022-06-30 13F AMGEN COM 031162100 4,000 -254 -5.97 973 -5.44 0.2332
2022-05-16 2022-03-31 13F AMGEN COM 031162100 4,254 697 19.60 1,029 28.63 0.2601
2022-02-14 2021-12-31 13F AMGEN COM 031162100 3,557 -178 -4.77 800 0.76 0.2009
2021-11-15 2021-09-30 13F AMGEN COM 031162100 3,735 126 3.49 794 -9.77 0.2219
2021-08-16 2021-06-30 13F AMGEN COM 031162100 3,609 283 8.51 880 6.41 0.2420
2021-05-17 2021-03-31 13F AMGEN COM 031162100 3,326 107 3.32 827 11.76 0.2389
2021-02-16 2020-12-31 13F AMGEN COM 031162100 3,219 343 11.93 740 1.23 0.2275
2020-11-13 2020-09-30 13F AMGEN COM 031162100 2,876 519 22.02 731 31.47 0.2744
2020-08-13 2020-06-30 13F AMGEN COM 031162100 2,357 -134 -5.38 556 10.10 0.1863
2020-05-14 2020-03-31 13F AMGEN COM 031162100 2,491 43 1.76 505 -14.41 0.2097
2020-02-18 2019-12-31 13F AMGEN COM 031162100 2,448 2,448 590 0.2010
2019-11-12 2019-09-30 13F AMGEN INC COM COM 031162100 0 -2,327 -100.00 0 -100.00
2019-08-13 2019-06-30 13F AMGEN INC COM COM 031162100 2,327 71 3.15 429 0.00 0.1622
2019-05-14 2019-03-31 13F AMGEN INC COM COM 031162100 2,256 11 0.49 429 -1.83 0.1698
2019-02-13 2018-12-31 13F AMGEN INC COM COM 031162100 2,245 0 0.00 437 -6.02 0.1651
2018-11-09 2018-09-30 13F AMGEN INC COM COM 031162100 2,245 0 0.00 465 12.32 0.1771
2018-08-07 2018-06-30 13F AMGEN INC COM COM 031162100 2,245 0 0.00 414 8.09 0.1790
2018-05-10 2018-03-31 13F AMGEN INC COM COM 031162100 2,245 0 0.00 383 -1.79 0.1716
2018-02-08 2017-12-31 13F AMGEN COM 031162100 2,245 13 0.58 390 -6.25 0.1622
2017-11-03 2017-09-30 13F AMGEN INC COM COM 031162100 2,232 13 0.59 416 8.90 0.1813
2017-08-08 2017-06-30 13F AMGEN INC COM COM 031162100 2,219 -210 -8.65 382 -4.02 0.1739
2017-05-17 2017-03-31 13F AMGEN INC COM COM 031162100 2,429 238 10.86 398 24.38 0.1971
2017-02-13 2016-12-31 13F AMGEN INC COM COM 031162100 2,191 1,841 526.00 320 -84.77 0.1671
2016-11-10 2016-09-30 13F AMGEN INC COM COM 031162100 350 -1,739 -83.25 2,101 560.69 0.0725
2016-08-11 2016-06-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 318 1.60 0.1749
2016-05-12 2016-03-31 13F AMGEN INC COM COM 031162100 2,089 -2 -0.10 313 -7.67 0.1763
2016-02-12 2015-12-31 13F AMGEN INC COM COM 031162100 2,091 2 0.10 339 17.30 0.1694
2015-11-09 2015-09-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 289 -9.97 0.1723
2015-08-14 2015-06-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 321 -3.89 0.2038
2015-05-14 2015-03-31 13F AMGEN INC COM COM 031162100 2,089 -35 -1.65 334 -1.18 0.2124
2015-02-13 2014-12-31 13F AMGEN INC COM COM 031162100 2,124 35 1.68 338 15.36 0.2729
2014-11-12 2014-09-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 293 18.62 0.2294
2014-08-12 2014-06-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 247 -4.26 0.1948
2014-05-13 2014-03-31 13F AMGEN INC COM COM 031162100 2,089 0 0.00 258 8.40 0.2088
2014-02-20 2013-12-31 13F AMGEN INC COM COM 031162100 2,089 0 0.00 238 1.71 0.1901
2013-11-13 2013-09-30 13F AMGEN INC COM COM 031162100 2,089 0 0.00 234 13.59 0.2036
2013-08-13 2013-06-30 13F AMGEN INC COM COM 031162100 2,089 2,089 206 0.1810
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.