Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership6,780 shares
Latest Disclosed Value $ 2,385,697
WealthPLAN Partners, LLC reports 27.83% decrease in ownership of AMGN / Amgen Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 6,780 shares of Amgen Inc. (MX:AMGN) valued at $2,385,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 9,394 shares of Amgen Inc.. This represents a change in shares of -27.83% 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)
2026-04-29 2026-03-31 13F AMGEN COM 031162100 6,780 -2,614 -27.83 2,386 -22.41 0.3889
2026-02-12 2025-12-31 13F AMGEN COM 031162100 9,394 -1,889 -16.74 3,075 -3.42 0.4594
2025-10-27 2025-09-30 13F AMGEN COM 031162100 11,283 1,130 11.13 3,184 12.31 0.4772
2025-07-28 2025-06-30 13F AMGEN COM 031162100 10,153 -3,844 -27.46 2,835 -35.00 0.4562
2025-05-12 2025-03-31 13F AMGEN COM 031162100 13,997 833 6.33 4,361 27.08 0.6147
2025-01-30 2024-12-31 13F AMGEN COM 031162100 13,164 -767 -5.51 3,431 -23.55 0.4867
2024-11-05 2024-09-30 13F AMGEN COM 031162100 13,931 1,594 12.92 4,489 16.45 0.6027
2024-08-09 2024-06-30 13F AMGEN COM 031162100 12,337 12,337 3,855 0.4139
2024-05-07 2024-03-31 13F AMGEN COM 031162100 0 -816 -100.00 0 -100.00
2024-01-05 2023-12-31 13F AMGEN COM 031162100 816 -24 -2.86 235 4.44 0.0242
2023-11-02 2023-09-30 13F AMGEN COM 031162100 840 62 7.97 226 30.81 0.0262
2023-07-31 2023-06-30 13F Amgen Stock/ETF 031162100 778 -11 -1.39 173 -9.47 0.0244
2023-05-10 2023-03-31 13F Amgen Stock/ETF 031162100 789 -4,773 -85.81 191 -85.82 0.0217
2023-02-16 2022-12-31 13F AMGEN COM 031162100 5,562 13 0.23 1,341 3.55 0.0937
2022-05-03 2022-03-31 13F AMGEN COM 031162100 5,549 63 1.15 1,294 3.77 0.0898
2022-02-01 2021-12-31 13F AMGEN COM 031162100 5,486 23 0.42 1,247 8.06 0.0822
2021-12-09 2021-09-30 13F AMGEN COM 031162100 5,463 -226 -3.97 1,154 -11.09 0.0767
2021-08-19 2021-06-30 13F AMGEN COM 031162100 5,689 26 0.46 1,298 -7.35 0.0913
2021-05-11 2021-03-31 13F AMGEN COM 031162100 5,663 -987 -14.84 1,401 -11.22 0.1087
2021-02-09 2020-12-31 13F AMGEN COM 031162100 6,650 -12 -0.18 1,578 -0.13 0.1341
2020-12-18 2020-09-30 13F AMGEN COM 031162100 6,662 19 0.29 1,580 -1.13 0.1540
2020-08-19 2020-06-30 13F AMGEN COM 031162100 6,643 2,376 55.68 1,598 57.28 0.1655
2020-05-15 2020-03-31 13F AMGEN COM 031162100 4,267 -42 -0.97 1,016 3.78 0.1319
2020-02-14 2019-12-31 13F AMGEN COM 031162100 4,309 -381 -8.12 979 -4.95 0.1156
2019-11-15 2019-09-30 13F AMGEN COM 031162100 4,690 -724 -13.37 1,030 -7.71 0.1408
2019-08-19 2019-06-30 13F AMGEN COM 031162100 5,414 989 22.35 1,116 48.60 0.1680
2019-05-16 2019-03-31 13F AMGEN COM 031162100 4,425 -436 -8.97 751 -17.92 0.1172
2019-02-20 2018-12-31 13F AMGEN COM 031162100 4,861 -1,033 -17.53 915 -20.98 0.1472
2018-11-21 2018-09-30 13F AMGEN COM 031162100 5,894 -615 -9.45 1,158 -3.66 0.2114
2018-08-16 2018-06-30 13F AMGEN COM 031162100 6,509 1,696 35.24 1,202 46.41 0.2464
2018-05-15 2018-03-31 13F AMGEN COM 031162100 4,813 2,486 106.83 821 102.72 0.1802
2018-02-16 2017-12-31 13F AMGEN COM 031162100 2,327 -878 -27.39 405 -32.27 0.1084
2017-11-14 2017-09-30 13F AMGEN COM 031162100 3,205 190 6.30 598 15.22 0.1678
2017-08-11 2017-06-30 13F AMGEN COM 031162100 3,015 2,677 792.01 519 861.11 0.1491
2017-04-19 2017-03-31 13F AMGEN Common Stock 031162100 338 -1,272 -79.01 55 -79.93 0.1903
2016-12-09 2016-09-30 13F AMGEN Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 031162100 1,610 -292 -15.35 270 9.80 0.0879
2016-08-08 2016-06-30 13F Amgen Common Stock 031162100 1,902 -2,779 -59.37 245 6.06 0.0315
2016-03-24 2015-12-31 13F AMGEN COM 031162100 4,681 4,681 232 0.0377
2015-08-10 2015-06-30 13F Amgen Common Stock 031162100 0 -137 -100.00 0 -100.00
2015-05-04 2015-03-31 13F Amgen Common Stock 031162100 137 137 22 0.0102
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.