Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionLaffer Investments
Latest Disclosed Ownership1,437 shares
Latest Disclosed Value $ 505,608
Laffer Investments reports 8.35% decrease in ownership of AMGN / Amgen Inc.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 1,437 shares of Amgen Inc. (MX:AMGN) valued at $505,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,568 shares of Amgen Inc.. This represents a change in shares of -8.35% 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)
2026-05-13 2026-03-31 13F AMGEN COM 031162100 1,437 -131 -8.35 506 -1.56 0.0747
2026-02-12 2025-12-31 13F AMGEN COM 031162100 1,568 -384 -19.67 513 -6.90 0.0780
2025-11-12 2025-09-30 13F AMGEN COM 031162100 1,952 -900 -31.56 551 -30.78 0.0873
2025-08-07 2025-06-30 13F AMGEN COM 031162100 2,852 817 40.15 796 25.75 0.1419
2025-05-14 2025-03-31 13F AMGEN COM 031162100 2,035 26 1.29 634 21.03 0.1350
2025-02-06 2024-12-31 13F AMGEN COM 031162100 2,009 -804 -28.58 524 -42.27 0.1030
2024-11-04 2024-09-30 13F AMGEN COM 031162100 2,813 55 1.99 906 5.23 0.1835
2024-08-14 2024-06-30 13F AMGEN COMMON STOCKS 031162100 2,758 67 2.49 862 12.55 0.1857
2024-05-15 2024-03-31 13F AMGEN COMMON STOCKS 031162100 2,691 848 46.01 765 44.34 0.1975
2024-02-08 2023-12-31 13F AMGEN COMMON STOCKS 031162100 1,843 -57 -3.00 531 3.92 0.1411
2023-11-14 2023-09-30 13F AMGEN COMMON STOCKS 031162100 1,900 732 62.67 511 96.91 0.1501
2023-08-14 2023-06-30 13F AMGEN COMMON STOCKS 031162100 1,168 -14 -1.18 259 -9.12 0.0688
2023-05-09 2023-03-31 13F AMGEN COMMON STOCKS 031162100 1,182 27 2.34 286 -5.94 0.0774
2023-02-10 2022-12-31 13F AMGEN COMMON STOCKS 031162100 1,155 -514 -30.80 303 -19.41 0.0873
2022-11-10 2022-09-30 13F amgen COMMON STOCKS 031162100 1,669 0 0.00 376 -7.39 0.1382
2022-08-15 2022-06-30 13F amgen COMMON STOCKS 031162100 1,669 0 0.00 406 0.74 0.1426
2022-05-13 2022-03-31 13F amgen COMMON STOCKS 031162100 1,669 2 0.12 404 7.47 0.1216
2022-02-11 2021-12-31 13F amgen COMMON STOCKS 031162100 1,667 0 0.00 375 5.93 0.1083
2021-11-16 2021-09-30 13F amgen COMMON STOCKS 031162100 1,667 -1,663 -49.94 354 -56.35 0.1026
2021-08-16 2021-06-30 13F amgen COMMON STOCKS 031162100 3,330 -7,975 -70.54 812 -71.16 0.3042
2021-05-17 2021-03-31 13F AMGEN INC COM COMMON STOCKS 031162100 11,305 798 7.59 2,813 17.85 1.0649
2021-06-11 2020-12-31 13F/A-1 AMGEN INC COM COMMON STOCKS 031162100 10,507 500 5.00 2,387 -6.17 1.0068
2021-02-19 2020-12-31 13F AMGEN INC COM COMMON STOCKS 031162100 9,475 -532 2,179 1.0572
2021-06-11 2020-09-30 13F/A-1 AMGEN INC COM COMMON STOCKS 031162100 10,007 -466 -4.45 2,544 2.96 1.2719
2020-11-13 2020-09-30 13F Amgen COMMON STOCKS 031162100 9,993 -480 2,540 1.2395
2021-06-11 2020-06-30 13F/A-1 AMGEN INC COM COMMON STOCKS 031162100 10,473 756 7.78 2,470 25.44 1.4194
2020-08-14 2020-06-30 13F Amgen COMMON STOCKS 031162100 9,818 101 2,316 1.4760
2020-04-28 2020-03-31 13F Amgen COMMON STOCKS 031162100 9,717 731 8.13 1,970 -9.10 1.5368
2020-02-20 2019-12-31 13F Amgen COMMON STOCKS 031162100 8,986 5,236 139.63 2,166 198.76 1.4417
2019-11-14 2019-09-30 13F Amgen COMMON STOCKS 031162100 3,750 -20 -0.53 726 4.47 0.6196
2019-08-15 2019-06-30 13F Amgen COMMON STOCKS 031162100 3,770 -19,955 -84.11 695 -84.60 0.5947
2019-05-14 2019-03-31 13F Amgen COMMON STOCKS 031162100 23,725 -90 -0.38 4,507 -2.78 1.2116
2019-02-15 2018-12-31 13F Amgen COMMON STOCKS 031162100 23,815 -40 -0.17 4,636 -6.23 1.3703
2018-11-14 2018-09-30 13F Amgen COMMON STOCKS 031162100 23,855 -212 -0.88 4,945 11.30 1.2243
2018-08-16 2018-06-30 13F Amgen COMMON STOCKS 031162100 24,067 -120 -0.50 4,443 7.74 1.1357
2018-05-14 2018-03-31 13F Amgen COMMON STOCKS 031162100 24,187 20,043 483.66 4,123 472.64 1.0267
2018-02-13 2017-12-31 13F Amgen COMMON STOCKS 031162100 4,144 1,555 60.06 721 49.38 0.1806
2017-11-16 2017-09-30 13F Amgen COMMON STOCKS 031162100 2,589 -43 -1.63 483 6.40 0.1274
2017-08-11 2017-06-30 13F Amgen COMMON STOCKS 031162100 2,632 -10 -0.38 453 4.62 0.1155
2017-05-16 2017-03-31 13F Amgen COMMON STOCKS 031162100 2,642 -940 -26.24 433 -17.21 0.1139
2017-02-15 2016-12-31 13F Amgen COMMON STOCKS 031162100 3,582 -17,486 -83.00 524 -85.12 0.1407
2016-11-15 2016-09-30 13F Amgen COMMON STOCKS 031162100 21,068 0 0.00 3,514 9.64 0.9769
2016-08-15 2016-06-30 13F Amgen COMMON STOCKS 031162100 21,068 18,248 647.09 3,205 659.48 0.9109
2016-05-17 2016-03-31 13F Amgen COMMON STOCKS 031162100 2,820 423 5.50 0.1144
2016-02-16 2015-12-31 13F Amgen COMMON STOCKS 031162100 400 13,233.33 0.1082
2013-11-14 2013-09-30 13F Amgen COMMON STOCKS 031162100 3 0.0007
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.