Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership612 shares
Latest Disclosed Value $ 215,332
Keystone Financial Planning, Inc. ownership in AMGN / Amgen Inc.

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 612 shares of Amgen Inc. (MX:AMGN) valued at $215,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 612 shares of Amgen Inc.. This represents a change in shares of 0.00% 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)
2026-04-09 2026-03-31 13F AMGEN COM 031162100 612 0 0.00 215 7.50 0.0575
2026-01-07 2025-12-31 13F AMGEN COM 031162100 612 612 200 0.0581
2023-10-10 2023-09-30 13F AMGEN COM 031162100 0 -30,866 -100.00 0 -100.00
2023-07-11 2023-06-30 13F AMGEN COM 031162100 30,866 351 1.15 6,853 -7.12 2.2943
2023-04-21 2023-03-31 13F AMGEN COM 031162100 30,515 30,515 7,377 2.5097
2023-01-30 2022-12-31 13F AMGEN COM 031162100 0 -3,264 -100.00 0 -100.00
2022-10-12 2022-09-30 13F AMGEN COM 031162100 3,264 -30,421 -90.31 736 -91.02 0.2829
2022-07-19 2022-06-30 13F AMGEN COM 031162100 33,685 -174 -0.51 8,196 0.10 2.8803
2022-04-28 2022-03-31 13F AMGEN COM 031162100 33,859 -281 -0.82 8,188 6.61 2.7399
2022-02-09 2021-12-31 13F AMGEN COM 031162100 34,140 32,113 1,584.26 7,680 1,681.90 2.6160
2021-10-15 2021-09-30 13F AMGEN COM 031162100 2,027 2,027 431 0.1567
2021-08-12 2021-06-30 13F AMGEN COM 031162100 0 -874 -100.00 0 -100.00
2021-05-07 2021-03-31 13F AMGEN COM 031162100 874 0 0.00 217 7.96 0.0809
2021-02-04 2020-12-31 13F AMGEN COM 031162100 874 0 0.00 201 -9.46 0.0834
2020-11-05 2020-09-30 13F AMGEN COM 031162100 874 0 0.00 222 7.77 0.1073
2020-07-27 2020-06-30 13F AMGEN COM 031162100 874 -803 -47.88 206 -39.41 0.1016
2020-05-05 2020-03-31 13F AMGEN COM 031162100 1,677 -16,702 -90.88 340 -92.33 0.1946
2020-02-06 2019-12-31 13F AMGEN COM 031162100 18,379 -261 -1.40 4,431 22.84 1.9774
2019-10-08 2019-09-30 13F AMGEN COM 031162100 18,640 -292 -1.54 3,607 3.38 1.7218
2019-08-05 2019-06-30 13F AMGEN COM 031162100 18,932 -307 -1.60 3,489 -4.54 1.7070
2019-05-15 2019-03-31 13F AMGEN COM 031162100 19,239 -6,856 -26.27 3,655 -28.05 1.8035
2019-02-05 2018-12-31 13F AMGEN COM 031162100 26,095 -2,225 -7.86 5,080 -13.46 2.8382
2018-11-02 2018-09-30 13F AMGEN COM 031162100 28,320 344 1.23 5,870 13.67 2.9985
2018-08-06 2018-06-30 13F AMGEN COM 031162100 27,976 1,034 3.84 5,164 12.43 2.8441
2018-05-01 2018-03-31 13F AMGEN COM 031162100 26,942 1,212 4.71 4,593 2.66 2.5599
2018-02-07 2017-12-31 13F AMGEN COM 031162100 25,730 23,297 957.54 4,474 885.46 2.3865
2017-11-08 2017-09-30 13F AMGEN COM 031162100 2,433 0 0.00 454 8.35 0.2574
2017-08-02 2017-06-30 13F AMGEN COM 031162100 2,433 0 0.00 419 5.01 0.2538
2017-05-08 2017-03-31 13F AMGEN COM 031162100 2,433 425 21.17 399 35.71 0.2480
2017-02-08 2016-12-31 13F AMGEN COM 031162100 2,008 2,008 294 0.1921
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.