Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionClaro Advisors LLC
Latest Disclosed Ownership3,557 shares
Latest Disclosed Value $ 1,251,534
Claro Advisors LLC reports 11.23% increase in ownership of AMGN / Amgen Inc.

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 3,557 shares of Amgen Inc. (MX:AMGN) valued at $1,251,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,198 shares of Amgen Inc.. This represents a change in shares of 11.23% 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)
2026-04-21 2026-03-31 13F AMGEN COM 031162100 3,557 359 11.23 1,252 19.60 0.1508
2026-02-17 2025-12-31 13F AMGEN COM 031162100 3,198 26 0.82 1,047 16.87 0.1426
2025-11-12 2025-09-30 13F AMGEN COM 031162100 3,172 -187 -5.57 895 -4.48 0.1305
2025-08-05 2025-06-30 13F AMGEN COM 031162100 3,359 -761 -18.47 938 -26.97 0.1548
2025-05-12 2025-03-31 13F AMGEN COM 031162100 4,120 -66 -1.58 1,284 17.60 0.1718
2025-01-13 2024-12-31 13F AMGEN COM 031162100 4,186 -726 -14.78 1,091 -31.04 0.1474
2024-11-07 2024-09-30 13F/A-1 AMGEN COM 031162100 4,912 222 4.73 1,583 7.99 0.2045
2024-10-17 2024-09-30 13F AMGEN COM 031162100 4,906 216 359 0.0464
2024-07-31 2024-06-30 13F AMGEN COM 031162100 4,690 -1 -0.02 1,465 9.90 0.2287
2024-04-18 2024-03-31 13F AMGEN COM 031162100 4,691 2,545 118.59 1,334 115.70 0.2316
2024-01-22 2023-12-31 13F AMGEN COM 031162100 2,146 -376 -14.91 618 -8.71 0.1338
2023-10-10 2023-09-30 13F AMGEN COM 031162100 2,522 654 35.01 678 63.53 0.1694
2023-08-08 2023-06-30 13F AMGEN COM 031162100 1,868 120 6.86 415 -1.90 0.1031
2023-04-17 2023-03-31 13F AMGEN COM 031162100 1,748 119 7.31 423 -1.17 0.1241
2023-03-13 2022-12-31 13F/A-1 AMGEN COM 031162100 1,629 223 15.86 428 24.85 0.1399
2023-02-14 2022-12-31 13F AMGEN COM 031162100 1,629 223 428 0.1397
2022-11-18 2022-09-30 13F/A-1 AMGEN COM 031162100 1,406 0 0.00 342 0.00 0.1360
2022-11-14 2022-09-30 13F AMGEN COM 031162100 1,406 0 342 0.1360
2022-08-12 2022-06-30 13F AMGEN COM 031162100 1,406 31 2.25 342 10.68 0.1360
2022-05-16 2022-03-31 13F AMGEN COM 031162100 1,375 0 0.00 309 0.00 0.1112
2022-02-14 2021-12-31 13F AMGEN COM 031162100 1,375 315 29.72 309 37.33 0.1112
2021-11-15 2021-09-30 13F AMGEN COM 031162100 1,060 1 0.09 225 -12.79 0.0946
2021-08-13 2021-06-30 13F AMGEN COM 031162100 1,059 30 2.92 258 0.78 0.1161
2021-05-17 2021-03-31 13F AMGEN COM 031162100 1,029 -35 -3.29 256 4.49 0.1297
2021-02-12 2020-12-31 13F AMGEN COM 031162100 1,064 -66 -5.84 245 -14.63 0.1302
2020-11-16 2020-09-30 13F AMGEN COM 031162100 1,130 -8 -0.70 287 6.69 0.1819
2020-08-14 2020-06-30 13F AMGEN COM 031162100 1,138 54 4.98 269 22.27 0.1851
2020-05-15 2020-03-31 13F AMGEN COM 031162100 1,084 31 2.94 220 -13.39 0.2051
2020-02-14 2019-12-31 13F AMGEN COM 031162100 1,053 13 1.25 254 26.37 0.1955
2019-10-29 2019-09-30 13F AMGEN COM 031162100 1,040 1,040 201 0.1783
2019-07-24 2019-06-30 13F AMGEN COM 031162100 0 -1,259 -100.00 0 -100.00
2019-05-10 2019-03-31 13F AMGEN COM 031162100 1,259 234 22.83 239 12.21 0.2365
2019-02-14 2018-12-31 13F AMGEN COM 031162100 1,025 1,025 213 0.1705
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.