Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionHoward Financial Services, Ltd.
Latest Disclosed Ownership2,057 shares
Latest Disclosed Value $ 723,799
Howard Financial Services, Ltd. reports 6.25% increase in ownership of AMGN / Amgen Inc.

On April 7, 2026 - Howard Financial Services, Ltd. filed a 13F-HR form disclosing ownership of 2,057 shares of Amgen Inc. (MX:AMGN) valued at $723,799 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,936 shares of Amgen Inc.. This represents a change in shares of 6.25% 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)
2026-04-07 2026-03-31 13F AMGEN COM 031162100 2,057 121 6.25 724 14.22 0.0815
2026-01-12 2025-12-31 13F AMGEN COM 031162100 1,936 112 6.14 634 23.15 0.0741
2025-10-23 2025-09-30 13F AMGEN COM 031162100 1,824 -37 -1.99 515 -0.96 0.0630
2025-07-02 2025-06-30 13F AMGEN COM 031162100 1,861 -760 -29.00 520 -36.40 0.0683
2025-04-07 2025-03-31 13F AMGEN COM 031162100 2,621 -159 -5.72 816 12.71 0.1112
2025-01-15 2024-12-31 13F AMGEN COM 031162100 2,780 682 32.51 725 7.10 0.0986
2024-10-08 2024-09-30 13F AMGEN COM 031162100 2,098 153 7.87 676 11.37 0.0976
2024-07-12 2024-06-30 13F AMGEN COM 031162100 1,945 -93 -4.56 608 4.84 0.0996
2024-04-16 2024-03-31 13F AMGEN COM 031162100 2,038 -9 -0.44 579 -1.70 0.0998
2024-01-09 2023-12-31 13F AMGEN COM 031162100 2,047 102 5.24 590 12.84 0.1136
2023-10-10 2023-09-30 13F AMGEN COM 031162100 1,945 -27 -1.37 523 19.45 0.1198
2023-07-12 2023-06-30 13F AMGEN COM 031162100 1,972 198 11.16 438 2.10 0.1044
2023-04-05 2023-03-31 13F AMGEN COM 031162100 1,774 127 7.71 429 -0.93 0.1045
2023-01-13 2022-12-31 13F AMGEN COM 031162100 1,647 39 2.43 433 19.01 0.1136
2022-10-12 2022-09-30 13F AMGEN COM 031162100 1,608 100 6.63 363 -1.09 0.1177
2022-07-18 2022-06-30 13F AMGEN COM 031162100 1,508 27 1.82 367 2.51 0.1246
2022-04-20 2022-03-31 13F AMGEN COM 031162100 1,481 0 0.00 358 7.51 0.1060
2022-01-27 2021-12-31 13F AMGEN COM 031162100 1,481 5 0.34 333 6.05 0.0999
2021-11-01 2021-09-30 13F AMGEN COM 031162100 1,476 0 0.00 314 -12.78 0.1177
2021-08-06 2021-06-30 13F AMGEN COM 031162100 1,476 0 0.00 360 -1.91 0.1411
2021-05-03 2021-03-31 13F AMGEN COM 031162100 1,476 0 0.00 367 8.26 0.1648
2021-02-02 2020-12-31 13F AMGEN COM 031162100 1,476 100 7.27 339 -3.14 0.1786
2020-11-12 2020-09-30 13F AMGEN COM 031162100 1,376 100 7.84 350 16.28 0.2262
2020-07-29 2020-06-30 13F AMGEN COM 031162100 1,276 0 0.00 301 16.22 0.2138
2020-05-05 2020-03-31 13F AMGEN COM 031162100 1,276 11 0.87 259 -15.08 0.2291
2020-01-27 2019-12-31 13F AMGEN COM 031162100 1,265 0 0.00 305 24.49 0.1875
2019-11-12 2019-09-30 13F/A-1 AMGEN COM 031162100 1,265 95 8.12 245 13.43 0.1622
2019-10-29 2019-09-30 13F AMGEN COM 031162100 1,265 95 245 162,182.9159
2019-08-05 2019-06-30 13F AMGEN COM 031162100 1,170 0 0.00 216 -2.70 0.1477
2019-05-14 2019-03-31 13F AMGEN COM 031162100 1,170 0 0.00 222 -2.63 0.1574
2019-02-15 2018-12-31 13F AMGEN COM 031162100 1,170 1,170 228 0.1752
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.