Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionCapital Analysts, Inc.
Latest Disclosed Ownership3,088 shares
Latest Disclosed Value $ 1,086
Capital Analysts, Inc. reports 20.48% increase in ownership of AMGN / Amgen Inc.

On May 14, 2026 - Capital Analysts, Inc. filed a 13F-HR form disclosing ownership of 3,088 shares of Amgen Inc. (MX:AMGN) valued at $1,086 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 15, 2026 disclosing 2,563 shares of Amgen Inc..

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)
2026-05-14 2026-03-31 13F AMGEN COM 031162100 3,088 525 20.48 1 0.0285
2026-05-15 2025-12-31 13F/A-1 AMGEN COM 031162100 2,563 -3 -0.12 1 0.0239
2026-02-11 2025-12-31 13F AMGEN COM 031162100 2,384 -182 1 0.0238
2025-11-14 2025-09-30 13F AMGEN COM 031162100 2,566 91 3.68 1 0.0211
2025-08-13 2025-06-30 13F AMGEN COM 031162100 2,475 4 0.16 1 0.0230
2025-05-14 2025-03-31 13F AMGEN COM 031162100 2,471 610 32.78 1 0.0287
2025-02-14 2024-12-31 13F AMGEN COM 031162100 1,861 -29 -1.53 0 0.0195
2024-11-13 2024-09-30 13F AMGEN COM 031162100 1,890 33 1.78 1 0.0248
2024-08-14 2024-06-30 13F AMGEN COM 031162100 1,857 141 8.22 1 0.0256
2024-05-14 2024-03-31 13F AMGEN COM 031162100 1,716 14 0.82 0 0.0228
2024-01-30 2023-12-31 13F AMGEN COM 031162100 1,702 -16 -0.93 0 0.0247
2023-11-13 2023-09-30 13F AMGEN COM 031162100 1,718 121 7.58 0 0.0257
2023-08-11 2023-06-30 13F AMGEN COM 031162100 1,597 9 0.57 0 0.0197
2023-05-05 2023-03-31 13F AMGEN COM 031162100 1,588 106 7.15 0 0.0219
2023-02-08 2022-12-31 13F AMGEN COM 031162100 1,482 -111 -6.97 0 0.0237
2022-11-14 2022-09-30 13F AMGEN COM 031162100 1,593 21 1.34 0 0.0248
2022-08-12 2022-06-30 13F AMGEN COM 031162100 1,572 4 0.26 0 0.0266
2022-05-12 2022-03-31 13F AMGEN COM 031162100 1,568 -46 -2.85 0 0.0240
2022-02-10 2021-12-31 13F AMGEN COM 031162100 1,614 -98 -5.72 0 0.0220
2021-11-04 2021-09-30 13F AMGEN COM 031162100 1,712 146 9.32 0 0.0239
2021-11-15 2021-06-30 13F/A-1 AMGEN COM 031162100 1,566 -7,910 -83.47 0 -100.00 0.0256
2021-08-05 2021-06-30 13F AMGEN COM 031162100 2,108 -7,368 1 0.0323
2021-05-17 2021-03-31 13F AMGEN COM 031162100 9,476 1,661 21.25 2 100.00 0.1629
2021-02-16 2020-12-31 13F AMGEN COM 031162100 7,815 434 5.88 2 0.00 0.1578
2020-11-12 2020-09-30 13F AMGEN COM 031162100 7,381 389 5.56 2 -99.94 0.1782
2020-08-07 2020-06-30 13F AMGEN COM 031162100 6,992 -234 -3.24 1,649 12.56 0.1733
2020-05-08 2020-03-31 13F AMGEN COM 031162100 7,226 -305 -4.05 1,465 -19.33 0.1798
2020-02-12 2019-12-31 13F AMGEN COM 031162100 7,531 224 3.07 1,816 28.52 0.1795
2019-11-12 2019-09-30 13F AMGEN COM 031162100 7,307 126 1.75 1,413 6.80 0.1493
2019-08-13 2019-06-30 13F AMGEN COM 031162100 7,181 -440 -5.77 1,323 -8.57 0.1441
2019-05-13 2019-03-31 13F AMGEN COM 031162100 7,621 -263 -3.34 1,447 -5.73 0.1673
2019-02-13 2018-12-31 13F AMGEN COM 031162100 7,884 -38 -0.48 1,535 -6.52 0.2017
2018-11-07 2018-09-30 13F/A-1 AMGEN COM 031162100 7,922 131 1.68 1,642 14.19 0.1872
2018-11-07 2018-09-30 13F AMGEN COM 031162100 7,922 131 1,642
2018-11-07 2018-06-30 13F/A-1 AMGEN COM 031162100 7,791 145 1.90 1,438 10.28 0.1712
2018-08-03 2018-06-30 13F AMGEN COM 031162100 7,791 145 1,438
2018-05-14 2018-03-31 13F AMGEN COM 031162100 7,646 666 9.54 1,304 7.41 0.1612
2018-02-14 2017-12-31 13F/A-1 AMGEN COM 031162100 6,980 310 4.65 1,214 -2.41 0.1521
2018-02-12 2017-12-31 13F AMGEN COM 031162100 1,050 -5,620 137
2017-11-06 2017-09-30 13F AMGEN COM 031162100 6,670 404 6.45 1,244 15.29 0.1668
2017-08-08 2017-06-30 13F AMGEN COM 031162100 6,266 6,266 1,079 0.1540
2016-11-14 2016-09-30 13F * AMGEN COM 031162100 0 -6,513 -100.00 0 -100.00
2016-07-14 2016-06-30 13F/A-1 * AMGEN COM 031162100 6,513 30 0.46 991 1.95 0.1995
2016-07-14 2016-06-30 13F * AMGEN COM 031162100 525 24
2016-05-13 2016-03-31 13F * AMGEN COM 031162100 6,483 441 7.30 972 -0.82 0.1952
2016-02-16 2015-12-31 13F * AMGEN COM 031162100 6,042 -2,564 -29.79 981 -17.65 0.1993
2015-11-13 2015-09-30 13F * AMGEN COM 031162100 8,606 4,451 107.12 1,191 86.81 0.2276
2015-08-14 2015-06-30 13F * AMGEN COM 031162100 4,155 353 9.28 638 4.94 0.1304
2015-04-30 2015-03-31 13F * AMGEN COM 031162100 3,802 1,191 45.61 608 46.27 0.1266
2015-02-13 2014-12-31 13F * AMGEN COM 031162100 2,611 -159 -5.74 416 6.68 0.0914
2014-11-12 2014-09-30 13F * AMGEN COM 031162100 2,770 338 13.90 389 35.54 0.0913
2014-11-12 2014-06-30 13F * AMGEN COM 031162100 2,432 722 42.22 288 36.67 0.0702
2014-11-12 2014-03-31 13F * AMGEN COM 031162100 1,710 249 17.04 211 26.51 0.0552
2014-11-12 2013-12-31 13F * AMGEN COM 031162100 1,461 183 14.32 167 16.08 0.0453
2014-11-12 2013-09-30 13F * AMGEN COM 031162100 1,278 6 0.47 143 14.40 0.0429
2014-11-12 2013-06-30 13F * AMGEN COM 031162100 1,272 573 81.97 126 76.06 0.0396
2014-11-12 2013-03-31 13F * AMGEN COM 031162100 699 86 14.03 72 36.54 0.0241
2014-11-12 2012-12-31 13F * AMGEN COM 031162100 613 613 53 0.0213
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.