Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionFulcrum Capital LLC
Latest Disclosed Ownership9,958 shares
Latest Disclosed Value $ 3,503,722
Fulcrum Capital LLC reports 0.91% decrease in ownership of AMGN / Amgen Inc.

On April 30, 2026 - Fulcrum Capital LLC filed a 13F-HR form disclosing ownership of 9,958 shares of Amgen Inc. (MX:AMGN) valued at $3,503,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 10,049 shares of Amgen Inc.. This represents a change in shares of -0.91% 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)
2026-04-30 2026-03-31 13F AMGEN COM 031162100 9,958 -91 -0.91 3,504 6.51 0.7606
2026-01-15 2025-12-31 13F AMGEN COM 031162100 10,049 -98 -0.97 3,289 14.88 0.6605
2025-10-28 2025-09-30 13F AMGEN COM 031162100 10,147 109 1.09 2,863 2.18 0.5871
2025-07-24 2025-06-30 13F AMGEN COM 031162100 10,038 -97 -0.96 2,803 -11.24 0.5928
2025-04-08 2025-03-31 13F AMGEN COM 031162100 10,135 190 1.91 3,158 21.80 0.7000
2025-01-13 2024-12-31 13F AMGEN COM 031162100 9,945 -44 -0.44 2,592 -19.45 0.5428
2024-10-22 2024-09-30 13F AMGEN COM 031162100 9,989 -76 -0.76 3,219 2.35 0.7010
2024-07-22 2024-06-30 13F AMGEN COM 031162100 10,065 399 4.13 3,145 14.41 0.7160
2024-04-17 2024-03-31 13F AMGEN COM 031162100 9,666 228 2.42 2,748 1.10 0.6522
2024-01-10 2023-12-31 13F AMGEN COM 031162100 9,438 -3,043 -24.38 2,718 -18.96 0.7029
2023-10-13 2023-09-30 13F AMGEN COM 031162100 12,481 -505 -3.89 3,354 16.34 0.9737
2023-07-27 2023-06-30 13F AMGEN COM 031162100 12,986 -381 -2.85 2,883 -10.77 0.7582
2023-05-11 2023-03-31 13F AMGEN COM 031162100 13,367 878 7.03 3,231 -1.49 0.8699
2023-01-24 2022-12-31 13F AMGEN COM 031162100 12,489 1,251 11.13 3,280 29.49 0.9479
2022-10-17 2022-09-30 13F AMGEN COM 031162100 11,238 -588 -4.97 2,533 -11.96 0.7524
2022-08-03 2022-06-30 13F AMGEN COM 031162100 11,826 10,776 1,026.29 2,877 1,119.07 0.9043
2022-01-25 2021-12-31 13F AMGEN COM 031162100 1,050 0 0.00 236 5.83 0.0512
2021-10-21 2021-09-30 13F AMGEN COM 031162100 1,050 -287 -21.47 223 -31.60 0.0534
2021-07-30 2021-06-30 13F AMGEN COM 031162100 1,337 -120 -8.24 326 -10.19 0.0818
2021-04-12 2021-03-31 13F AMGEN COM 031162100 1,457 -608 -29.44 363 -23.58 0.1041
2021-02-09 2020-12-31 13F AMGEN COM 031162100 2,065 946 84.54 475 67.25 0.1421
2020-10-21 2020-09-30 13F AMGEN COM 031162100 1,119 0 0.00 284 7.58 0.1027
2020-07-27 2020-06-30 13F AMGEN COM 031162100 1,119 1,119 264 0.1000
2020-05-01 2020-03-31 13F AMGEN COM 031162100 0 -985 -100.00 0 -100.00
2020-02-03 2019-12-31 13F AMGEN COM 031162100 985 -165 -14.35 237 6.28 0.0734
2019-11-01 2019-09-30 13F/A-1 Amgen COM 031162100 1,150 0 0.00 223 5.19 0.0762
2019-07-29 2019-06-30 13F Amgen COM 031162100 1,150 -115 -9.09 212 -11.67 0.0776
2019-05-08 2019-03-31 13F AMGEN COM 031162100 1,265 200 18.78 240 15.94 0.0906
2019-02-12 2018-12-31 13F AMGEN COM 031162100 1,065 0 0.00 207 -6.33 0.0933
2018-11-05 2018-09-30 13F AMGEN COM 031162100 1,065 1,065 221 0.0862
2018-05-09 2018-03-31 13F AMGEN COM 031162100 0 -1,489 -100.00 0 -100.00
2018-01-30 2017-12-31 13F AMGEN COM 031162100 1,489 1,489 259 0.0840
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.