Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership17,801 shares
Latest Disclosed Value $ 6,263,282
Evercore Wealth Management, LLC reports 0.59% decrease in ownership of AMGN / Amgen Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 17,801 shares of Amgen Inc. (MX:AMGN) valued at $6,263,282 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,906 shares of Amgen Inc.. This represents a change in shares of -0.59% 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)
2026-05-15 2026-03-31 13F AMGEN COM 031162100 17,801 -105 -0.59 6,263 6.88 0.0531
2026-02-17 2025-12-31 13F AMGEN COM 031162100 17,906 -56 -0.31 5,861 15.63 0.0859
2025-11-14 2025-09-30 13F AMGEN COM 031162100 17,962 -573 -3.09 5,069 -2.07 0.0744
2025-08-14 2025-06-30 13F AMGEN COM 031162100 18,535 -203 -1.08 5,175 -11.34 0.0805
2025-05-15 2025-03-31 13F AMGEN COM 031162100 18,738 -707 -3.64 5,838 15.17 0.0938
2025-02-14 2024-12-31 13F AMGEN COM 031162100 19,445 -478 -2.40 5,068 -21.05 0.0759
2024-11-14 2024-09-30 13F AMGEN COM 031162100 19,923 8 0.04 6,419 3.17 0.0963
2024-08-14 2024-06-30 13F AMGEN COM 031162100 19,915 -202 -1.00 6,222 8.80 0.0979
2024-05-15 2024-03-31 13F AMGEN COM 031162100 20,117 -466 -2.26 5,720 -3.53 0.0897
2024-02-14 2023-12-31 13F AMGEN COM 031162100 20,583 -298 -1.43 5,928 5.65 0.0994
2023-11-14 2023-09-30 13F AMGEN COM 031162100 20,881 -462 -2.16 5,612 18.43 0.1051
2023-08-04 2023-06-30 13F AMGEN COM 031162100 21,343 -475 -2.18 4,739 -10.16 0.0869
2023-05-15 2023-03-31 13F AMGEN COM 031162100 21,818 -272 -1.23 5,275 -9.08 0.1052
2023-02-14 2022-12-31 13F AMGEN COM 031162100 22,090 505 2.34 5,802 19.24 0.1216
2022-11-14 2022-09-30 13F AMGEN COM 031162100 21,585 80 0.37 4,865 -7.01 0.1097
2022-08-15 2022-06-30 13F AMGEN COM 031162100 21,505 -53 -0.25 5,232 0.36 0.1103
2022-05-16 2022-03-31 13F AMGEN COM 031162100 21,558 -271 -1.24 5,213 6.15 0.0922
2022-02-14 2021-12-31 13F AMGEN COM 031162100 21,829 -2,611 -10.68 4,911 -5.52 0.0799
2021-11-15 2021-09-30 13F AMGEN COM 031162100 24,440 -3,530 -12.62 5,198 -23.75 0.0941
2021-08-16 2021-06-30 13F AMGEN COM 031162100 27,970 -465 -1.64 6,817 -3.65 0.1248
2021-05-17 2021-03-31 13F AMGEN COM 031162100 28,435 37 0.13 7,075 8.36 0.1402
2021-02-16 2020-12-31 13F AMGEN COM 031162100 28,398 -950 -3.24 6,529 -12.48 0.1407
2020-11-16 2020-09-30 13F AMGEN COM 031162100 29,348 -11 -0.04 7,460 7.74 0.1825
2020-08-13 2020-06-30 13F AMGEN COM 031162100 29,359 54 0.18 6,924 16.55 0.1850
2020-05-14 2020-03-31 13F AMGEN COM 031162100 29,305 419 1.45 5,941 -14.68 0.1959
2020-02-13 2019-12-31 13F AMGEN COM 031162100 28,886 -1,096 -3.66 6,963 20.03 0.1875
2019-11-14 2019-09-30 13F AMGEN COM 031162100 29,982 4,180 16.20 5,801 22.00 0.1702
2019-08-13 2019-06-30 13F AMGEN COM 031162100 25,802 720 2.87 4,755 -0.21 0.1444
2019-05-14 2019-03-31 13F AMGEN COM 031162100 25,082 3,261 14.94 4,765 12.17 0.1535
2019-02-13 2018-12-31 13F AMGEN COM 031162100 21,821 -908 -3.99 4,248 -9.83 0.1604
2018-11-13 2018-09-30 13F AMGEN COM 031162100 22,729 -2,299 -9.19 4,711 1.97 0.1506
2018-08-14 2018-06-30 13F AMGEN COM 031162100 25,028 7,500 42.79 4,620 54.62 0.1579
2018-05-14 2018-03-31 13F AMGEN COM 031162100 17,528 3,394 24.01 2,988 21.61 0.1141
2018-02-13 2017-12-31 13F AMGEN COM 031162100 14,134 -50 -0.35 2,457 -7.11 0.0914
2017-11-13 2017-09-30 13F AMGEN COM 031162100 14,184 -150 -1.05 2,645 7.13 0.1030
2017-08-11 2017-06-30 13F AMGEN COM 031162100 14,334 1,656 13.06 2,469 18.70 0.0953
2017-05-12 2017-03-31 13F AMGEN COM 031162100 12,678 -183 -1.42 2,080 10.58 0.0814
2017-02-08 2016-12-31 13F AMGEN COM 031162100 12,861 1,147 9.79 1,881 -3.74 0.0779
2016-11-10 2016-09-30 13F AMGEN COM 031162100 11,714 -393 -3.25 1,954 6.08 0.0808
2016-09-20 2016-06-30 13F/A-1 AMGEN COM 031162100 12,107 -1,958 -13.92 1,842 -12.66 0.0814
2016-08-01 2016-06-30 13F AMGEN COM 031162100 12,041 1,832
2016-05-02 2016-03-31 13F AMGEN COM 031162100 14,065 -6,382 -31.21 2,109 -36.46 0.0932
2016-02-16 2015-12-31 13F AMGEN COM 031162100 20,447 9,466 86.20 3,319 118.64 0.1541
2015-11-16 2015-09-30 13F AMGEN COM 031162100 10,981 53 0.48 1,518 -9.43 0.0725
2015-08-06 2015-06-30 13F AMGEN COM 031162100 10,928 -5,774 -34.57 1,676 -37.23 0.0756
2015-05-06 2015-03-31 13F AMGEN COM 031162100 16,702 1,276 8.27 2,670 8.54 0.1226
2015-02-13 2014-12-31 13F AMGEN COM 031162100 15,426 1,271 8.98 2,460 23.80 0.1226
2014-11-13 2014-09-30 13F AMGEN COM 031162100 14,155 245 1.76 1,987 20.42 0.0995
2014-08-14 2014-06-30 13F AMGEN COM 031162100 13,910 1,000 7.75 1,650 3.64 0.0851
2014-05-15 2014-03-31 13F AMGEN COM 031162100 12,910 300 2.38 1,592 10.71 0.0893
2014-02-11 2013-12-31 13F AMGEN COM 031162100 12,610 1,527 13.78 1,438 15.78 0.0790
2013-11-13 2013-09-30 13F AMGEN COM 031162100 11,083 -4 -0.04 1,242 13.63 0.0711
2013-08-14 2013-06-30 13F AMGEN COM 031162100 11,087 11,087 1,093 0.0619
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.