Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership3,200 shares
Latest Disclosed Value $ 1,125,921
Lee Financial Co reports 0.44% decrease in ownership of AMGN / Amgen Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 3,200 shares of Amgen Inc. (MX:AMGN) valued at $1,125,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,214 shares of Amgen Inc.. This represents a change in shares of -0.44% 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)
2026-04-13 2026-03-31 13F AMGEN COM 031162100 3,200 -14 -0.44 1,126 7.04 0.1499
2026-01-22 2025-12-31 13F AMGEN COM 031162100 3,214 -604 -15.82 1,052 -2.41 0.1419
2025-11-04 2025-09-30 13F AMGEN COM 031162100 3,818 167 4.57 1,077 5.69 0.1351
2025-07-24 2025-06-30 13F AMGEN COM 031162100 3,651 83 2.33 1,019 -8.28 0.1462
2025-05-13 2025-03-31 13F AMGEN COM 031162100 3,568 -542 -13.19 1,112 3.73 0.1698
2025-01-30 2024-12-31 13F AMGEN COM 031162100 4,110 627 18.00 1,071 -4.55 0.1504
2024-11-14 2024-09-30 13F AMGEN COM 031162100 3,483 -87 -2.44 1,122 0.63 0.1594
2024-08-14 2024-06-30 13F AMGEN COM 031162100 3,570 -199 -5.28 1,115 4.11 0.1818
2024-05-15 2024-03-31 13F AMGEN COM 031162100 3,769 -35 -0.92 1,072 -2.19 0.1787
2024-02-08 2023-12-31 13F AMGEN COM 031162100 3,804 22 0.58 1,096 7.78 0.1922
2023-11-09 2023-09-30 13F AMGEN COM 031162100 3,782 3,278 650.40 1,016 815.32 0.1894
2023-08-08 2023-06-30 13F AMGEN COM 031162100 504 -23 -4.36 112 -12.60 0.0196
2023-05-15 2023-03-31 13F AMGEN COM 031162100 527 63 13.58 127 4.96 0.0219
2023-02-09 2022-12-31 13F AMGEN COM 031162100 464 0 0.00 122 15.24 0.0208
2022-11-02 2022-09-30 13F AMGEN COM 031162100 464 2 0.43 105 -7.08 0.0196
2022-08-10 2022-06-30 13F AMGEN COM 031162100 462 12 2.67 113 3.67 0.0207
2022-05-11 2022-03-31 13F AMGEN COM 031162100 450 -2 -0.44 109 6.86 0.0195
2022-02-08 2021-12-31 13F AMGEN COM 031162100 452 -28 -5.83 102 0.00 0.0192
2021-11-12 2021-09-30 13F AMGEN COM 031162100 480 -5,824 -92.39 102 -93.36 0.0211
2021-08-04 2021-06-30 13F AMGEN COM 031162100 6,304 -174 -2.69 1,537 -4.65 0.3260
2021-05-13 2021-03-31 13F AMGEN COM 031162100 6,478 228 3.65 1,612 12.18 0.3822
2021-02-12 2020-12-31 13F AMGEN COM 031162100 6,250 -58 -0.92 1,437 -10.41 0.3727
2020-11-03 2020-09-30 13F AMGEN COM 031162100 6,308 -983 -13.48 1,604 -6.69 0.4482
2020-08-11 2020-06-30 13F AMGEN COM 031162100 7,291 -104 -1.41 1,719 14.68 0.4772
2020-05-07 2020-03-31 13F AMGEN COM 031162100 7,395 -230 -3.02 1,499 -18.44 0.4973
2020-02-14 2019-12-31 13F AMGEN COM 031162100 7,625 30 0.39 1,838 25.03 0.3971
2019-11-08 2019-09-30 13F AMGEN COM 031162100 7,595 -300 -3.80 1,470 1.03 0.3307
2019-07-30 2019-06-30 13F AMGEN COM 031162100 7,895 -49 -0.62 1,455 -3.58 0.3286
2019-04-30 2019-03-31 13F AMGEN COM 031162100 7,944 408 5.41 1,509 2.86 0.3532
2019-02-11 2018-12-31 13F AMGEN COM 031162100 7,536 -113 -1.48 1,467 -7.50 0.3931
2018-11-07 2018-09-30 13F AMGEN COM 031162100 7,649 -357 -4.46 1,586 7.31 0.3899
2018-08-14 2018-06-30 13F AMGEN COM 031162100 8,006 -54 -0.67 1,478 7.57 0.3484
2018-05-09 2018-03-31 13F AMGEN COM 031162100 8,060 83 1.04 1,374 -0.94 0.3486
2018-02-09 2017-12-31 13F AMGEN COM 031162100 7,977 7,563 1,826.81 1,387 1,701.30 0.4029
2017-11-07 2017-09-30 13F AMGEN COM 031162100 414 0 0.00 77 8.45 0.0248
2017-07-27 2017-06-30 13F AMGEN COM 031162100 414 314 314.00 71 343.75 0.0261
2017-05-09 2017-03-31 13F AMGEN COM 031162100 100 0 0.00 16 6.67 0.0064
2017-02-14 2016-12-31 13F AMGEN COM 031162100 100 100 15 0.0084
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.