Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership31,271 shares
Latest Disclosed Value $ 11,002,595
Fiduciary Group LLC reports 0.71% decrease in ownership of AMGN / Amgen Inc.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 31,271 shares of Amgen Inc. (MX:AMGN) valued at $11,002,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 31,495 shares of Amgen Inc.. This represents a change in shares of -0.71% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F AMGEN COM 031162100 31,271 -224 -0.71 11,003 6.73 0.9396
2026-02-12 2025-12-31 13F AMGEN COM 031162100 31,495 -231 -0.73 10,308 15.15 0.8658
2025-11-12 2025-09-30 13F AMGEN COM 031162100 31,726 204 0.65 8,953 1.72 0.7863
2025-08-13 2025-06-30 13F AMGEN COM 031162100 31,522 -154 -0.49 8,801 -10.81 0.8283
2025-04-28 2025-03-31 13F AMGEN COM 031162100 31,676 26 0.08 9,869 19.63 0.9888
2025-02-11 2024-12-31 13F AMGEN COM 031162100 31,650 -325 -1.02 8,249 -19.93 0.8274
2024-11-13 2024-09-30 13F AMGEN COM 031162100 31,975 -410 -1.27 10,303 1.82 1.0435
2024-08-08 2024-06-30 13F AMGEN COM 031162100 32,385 -548 -1.66 10,119 8.06 1.0881
2024-05-13 2024-03-31 13F AMGEN COM 031162100 32,933 -448 -1.34 9,364 -2.61 1.0201
2024-02-05 2023-12-31 13F AMGEN COM 031162100 33,381 -2,828 -7.81 9,615 -1.20 1.1263
2023-11-13 2023-09-30 13F/A-1 AMGEN COM 031162100 36,209 -190 -0.52 9,732 20.42 1.2422
2023-11-13 2023-09-30 13F AMGEN COM 031162100 36,209 -190 9,732 1.2422
2023-07-27 2023-06-30 13F AMGEN COM 031162100 36,399 6 0.02 8,081 -8.14 0.9928
2023-05-15 2023-03-31 13F/A-1 AMGEN COM 031162100 36,393 157 0.43 8,798 -7.57 1.1438
2023-05-15 2023-03-31 13F AMGEN COM 031162100 36,539 303 8,512 1.0937
2023-02-07 2022-12-31 13F AMGEN COM 031162100 36,236 -520 -1.41 9,517 -11.02 1.2677
2022-11-14 2022-09-30 13F AMGEN COM 031162100 36,756 442 1.22 10,696 18.59 1.3856
2022-08-12 2022-06-30 13F AMGEN COM 031162100 36,314 -342 -0.93 9,019 2.24 1.1266
2022-05-13 2022-03-31 13F AMGEN COM 031162100 36,656 933 2.61 8,821 9.75 1.1644
2022-02-14 2021-12-31 13F AMGEN COM 031162100 35,723 -66 -0.18 8,037 7.62 0.8940
2021-10-27 2021-09-30 13F AMGEN COM 031162100 35,789 2,567 7.73 7,468 -1.54 0.8475
2021-08-05 2021-06-30 13F AMGEN COM 031162100 33,222 821 2.53 7,585 -2.32 0.8776
2021-05-03 2021-03-31 13F AMGEN COM 031162100 32,401 1,612 5.24 7,765 7.30 0.9446
2021-02-12 2020-12-31 13F AMGEN COM 031162100 30,789 692 2.30 7,237 -5.39 0.9549
2020-11-12 2020-09-30 13F AMGEN COM 031162100 30,097 11 0.04 7,649 7.79 1.1555
2020-08-14 2020-06-30 13F AMGEN COM 031162100 30,086 561 1.90 7,096 18.54 1.1841
2020-05-11 2020-03-31 13F AMGEN COM 031162100 29,525 831 2.90 5,986 -13.46 1.1746
2020-02-14 2019-12-31 13F AMGEN COM 031162100 28,694 266 0.94 6,917 25.74 1.1031
2019-11-13 2019-09-30 13F AMGEN COM 031162100 28,428 2,147 8.17 5,501 13.59 0.9623
2019-08-05 2019-06-30 13F AMGEN COM 031162100 26,281 3,519 15.46 4,843 12.00 0.8698
2019-05-08 2019-03-31 13F AMGEN COM 031162100 22,762 344 1.53 4,324 -0.92 0.8049
2019-02-13 2018-12-31 13F AMGEN COM 031162100 22,418 1,537 7.36 4,364 0.83 0.9022
2018-10-18 2018-09-30 13F AMGEN COM 031162100 20,881 763 3.79 4,328 16.53 0.8481
2018-08-02 2018-06-30 13F AMGEN COM 031162100 20,118 303 1.53 3,714 9.95 0.7851
2018-05-14 2018-03-31 13F AMGEN COM 031162100 19,815 1,300 7.02 3,378 4.91 0.7321
2018-02-02 2017-12-31 13F AMGEN COM 031162100 18,515 1,666 9.89 3,220 2.48 0.6874
2017-11-13 2017-09-30 13F AMGEN COM 031162100 16,849 2,412 16.71 3,142 26.39 0.7072
2017-08-11 2017-06-30 13F AMGEN COM 031162100 14,437 -432 -2.91 2,486 1.89 0.5736
2017-05-12 2017-03-31 13F AMGEN COM 031162100 14,869 2,922 24.46 2,440 39.67 0.5783
2017-02-13 2016-12-31 13F AMGEN COM 031162100 11,947 482 4.20 1,747 -8.63 0.4518
2016-10-25 2016-09-30 13F AMGEN COM 031162100 11,465 528 4.83 1,912 14.90 0.5182
2016-08-10 2016-06-30 13F AMGEN COM 031162100 10,937 320 3.01 1,664 4.52 0.4621
2016-05-13 2016-03-31 13F AMGEN COM 031162100 10,617 -124 -1.15 1,592 -8.72 0.4609
2016-02-12 2015-12-31 13F AMGEN COM 031162100 10,741 3,813 55.04 1,744 82.05 0.5198
2015-11-12 2015-09-30 13F AMGEN COM 031162100 6,928 1,497 27.56 958 14.87 0.3187
2015-07-30 2015-06-30 13F AMGEN COM 031162100 5,431 5,431 834 0.2625
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.