Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionIbex Wealth Advisors
Latest Disclosed Ownership43,734 shares
Latest Disclosed Value $ 15,387,746
Ibex Wealth Advisors reports 51.34% increase in ownership of AMGN / Amgen Inc.

On April 30, 2026 - Ibex Wealth Advisors filed a 13F-HR form disclosing ownership of 43,734 shares of Amgen Inc. (MX:AMGN) valued at $15,387,746 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,897 shares of Amgen Inc.. This represents a change in shares of 51.34% 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 Common Stock 031162100 43,734 14,837 51.34 15,388 62.69 1.4328
2026-02-17 2025-12-31 13F AMGEN Common Stock 031162100 28,897 96 0.33 9,458 16.38 0.9262
2025-11-12 2025-09-30 13F AMGEN Common Stock 031162100 28,801 242 0.85 8,128 1.93 0.7785
2025-08-07 2025-06-30 13F AMGEN Common Stock 031162100 28,559 724 2.60 7,974 -8.05 0.8508
2025-04-15 2025-03-31 13F AMGEN Common Stock 031162100 27,835 872 3.23 8,672 23.40 1.1470
2025-01-23 2024-12-31 13F AMGEN Common Stock 031162100 26,963 3,460 14.72 7,027 28.58 0.8275
2024-11-04 2024-09-30 13F AMGEN COM 031162100 23,503 -2,260 -8.77 5,466 -32.10 1.4962
2024-08-06 2024-06-30 13F AMGEN COM 031162100 25,763 1,192 4.85 8,050 134,050.00 1.2560
2024-04-18 2024-03-31 13F AMGEN COM 031162100 24,571 24,547 102,279.17 6 -14.29 1.7492
2024-01-29 2023-12-31 13F AMGEN COM 031162100 24 -24,718 -99.90 7 16.67 1.5316
2023-11-07 2023-09-30 13F AMGEN COM 031162100 24,742 -514 -2.04 7 0.00 1.6926
2023-05-15 2023-03-31 13F AMGEN Common Stock 031162100 25,256 685 2.79 6 0.00 1.5835
2023-02-06 2022-12-31 13F AMGEN Common Stock 031162100 24,571 705 2.95 6 -99.89 1.4578
2022-10-31 2022-09-30 13F AMGEN Common Stock 031162100 23,866 7 0.03 5,379 -7.34 1.3981
2022-08-16 2022-06-30 13F AMGEN Common Stock 031162100 23,859 355 1.51 5,805 2.13 1.3368
2022-05-16 2022-03-31 13F AMGEN Common Stock 031162100 23,504 2,344 11.08 5,684 19.41 1.0884
2022-02-22 2021-12-31 13F AMGEN Common Stock 031162100 21,160 1,315 6.63 4,760 12.80 0.8427
2021-11-12 2021-09-30 13F AMGEN Common Stock 031162100 19,845 214 1.09 4,220 -11.81 0.8125
2021-08-20 2021-06-30 13F AMGEN Common Stock 031162100 19,631 825 4.39 4,785 2.27 0.9566
2021-05-05 2021-03-31 13F AMGEN Common Stock 031162100 18,806 1,060 5.97 4,679 14.68 1.1540
2021-01-22 2020-12-31 13F AMGEN Common Stock 031162100 17,746 305 1.75 4,080 -7.96 1.0656
2020-10-23 2020-09-30 13F AMGEN Common Stock 031162100 17,441 -12 -0.07 4,433 7.70 1.2866
2020-08-14 2020-06-30 13F AMGEN Common Stock 031162100 17,453 -4,317 -19.83 4,116 -6.73 1.3227
2020-05-05 2020-03-31 13F AMGEN Common Stock 031162100 21,770 -2,045 -8.59 4,413 -23.13 1.7182
2020-01-24 2019-12-31 13F AMGEN Common Stock 031162100 23,815 1,384 6.17 5,741 32.25 1.7594
2019-11-12 2019-09-30 13F AMGEN Common Stock 031162100 22,431 8,490 60.90 4,341 68.98 1.4404
2019-07-30 2019-06-30 13F AMGEN Common Stock 031162100 13,941 2,728 24.33 2,569 20.61 0.7411
2019-05-01 2019-03-31 13F AMGEN Common Stock 031162100 11,213 11,213 -19.57 2,130 -17.09 0.7466
2018-06-13 2018-03-31 13F AMGEN COM 031162100 0 -15,598 -100.00 0 -100.00
2018-02-12 2017-12-31 13F AMGEN COM 031162100 15,598 492 3.26 2,816 0.54 1.2466
2017-11-13 2017-09-30 13F AMGEN Common Stock 031162100 15,106 177 1.19 2,801 8.99 1.0378
2017-08-14 2017-06-30 13F/A-1 AMGEN Common Stock 031162100 14,929 3,310 28.49 2,570 36.34 1.0114
2017-08-10 2017-06-30 13F AMGEN Common Stock 031162100 162,000 -11,457 2,571
2017-05-24 2017-03-31 13F AMGEN Common Stock 031162100 11,619 1,214 11.67 1,885 17.15 1.1624
2017-03-24 2016-12-31 13F AMGEN Common Stock 031162100 10,405 -17,147,595 -99.94 1,609 -99.94 0.7704
2016-11-07 2016-09-30 13F AMGEN COM 031162100 17,158,000 17,158,000 2,862,000 1.5681
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.