Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership4,395 shares
Latest Disclosed Value $ 1,546,258
Legacy Advisors, LLC reports 1.41% decrease in ownership of AMGN / Amgen Inc.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 4,395 shares of Amgen Inc. (MX:AMGN) valued at $1,546,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,458 shares of Amgen Inc.. This represents a change in shares of -1.41% 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)
2026-05-05 2026-03-31 13F AMGEN COM 031162100 4,395 -63 -1.41 1,546 5.96 0.1823
2026-01-27 2025-12-31 13F AMGEN COM 031162100 4,458 210 4.94 1,459 21.79 0.1567
2025-11-13 2025-09-30 13F AMGEN COM 031162100 4,248 4,248 1,199 0.1480
2025-08-07 2025-06-30 13F AMGEN COM 031162100 0 -8,843 -100.00 0 -100.00
2025-04-23 2025-03-31 13F AMGEN COM 031162100 8,843 427 5.07 2,755 25.63 0.2836
2025-02-14 2024-12-31 13F AMGEN COM 031162100 8,416 -1,011 -10.72 2,193 -27.79 0.2128
2024-11-13 2024-09-30 13F AMGEN COM 031162100 9,427 62 0.66 3,037 3.79 0.3289
2024-07-30 2024-06-30 13F AMGEN COM 031162100 9,365 370 4.11 2,926 14.43 0.3557
2024-04-30 2024-03-31 13F AMGEN COM 031162100 8,995 -2,160 -19.36 2,557 -20.39 0.3232
2024-02-12 2023-12-31 13F AMGEN COM 031162100 11,155 -3,021 -21.31 3,213 -15.67 0.4139
2023-11-14 2023-09-30 13F AMGEN COM 031162100 14,176 -217 -1.51 3,810 19.22 0.6138
2023-07-20 2023-06-30 13F AMGEN COM 031162100 14,393 -295 -2.01 3,196 -10.00 0.4742
2023-05-01 2023-03-31 13F AMGEN COM 031162100 14,688 742 5.32 3,551 -3.06 0.6548
2023-02-01 2022-12-31 13F AMGEN Common Stock 031162100 13,946 -138 -0.98 3,663 15.34 0.6703
2022-11-09 2022-09-30 13F AMGEN COM 031162100 14,084 422 3.09 3,175 -4.48 0.7012
2022-07-25 2022-06-30 13F AMGEN COM 031162100 13,662 2,136 18.53 3,324 19.27 0.6989
2022-05-11 2022-03-31 13F AMGEN COM 031162100 11,526 8,675 304.28 2,787 334.79 0.5412
2022-02-14 2021-12-31 13F AMGEN COM 031162100 2,851 -130 -4.36 641 1.10 0.2352
2021-10-13 2021-09-30 13F AMGEN COM 031162100 2,981 24 0.81 634 -12.07 0.2535
2021-07-13 2021-06-30 13F AMGEN COM 031162100 2,957 18 0.61 721 -1.37 0.2927
2021-04-12 2021-03-31 13F AMGEN COM 031162100 2,939 -276 -8.58 731 -1.08 0.3229
2021-01-15 2020-12-31 13F AMGEN COM 031162100 3,215 17 0.53 739 -9.10 0.4199
2020-10-08 2020-09-30 13F AMGEN COM 031162100 3,198 16 0.50 813 8.40 0.5370
2020-07-09 2020-06-30 13F AMGEN COM 031162100 3,182 8 0.25 750 16.64 0.5954
2020-04-15 2020-03-31 13F AMGEN COM 031162100 3,174 -251 -7.33 643 -22.15 0.6435
2020-01-21 2019-12-31 13F AMGEN COM 031162100 3,425 266 8.42 826 35.19 0.5241
2019-10-10 2019-09-30 13F AMGEN INC COM COM 031162100 3,159 18 0.57 611 5.53 0.4570
2019-07-15 2019-06-30 13F AMGEN INC COM COM 031162100 3,141 -476 -13.16 579 -15.72 0.3914
2019-04-12 2019-03-31 13F/A-1 AMGEN INC COM COM 031162100 3,617 -582 -13.86 687 -15.91 0.4656
2019-04-08 2019-03-31 13F AMGEN INC COM COM 031162100 3,617 -582 687
2019-01-14 2018-12-31 13F AMGEN INC COM COM 031162100 4,199 -7,054 -62.69 817 -64.98 0.6198
2018-10-18 2018-09-30 13F AMGEN INC COM COM 031162100 11,253 8,655 333.14 2,333 386.04 1.1488
2018-07-19 2018-06-30 13F AMGEN INC COM COM 031162100 2,598 198 8.25 480 16.79 0.3585
2018-04-17 2018-03-31 13F AMGEN INC COM COM 031162100 2,400 2,348 4,515.38 411 4,466.67 0.3035
2018-01-26 2017-12-31 13F AMGEN INC COM COM 031162100 52 0 0.00 9 0.00 0.0088
2017-11-03 2017-09-30 13F/A-1 Amgen COM 031162100 52 52 -79.77 9 -75.68 0.0100
2017-11-02 2017-03-31 13F Amgen COM 031162100 0 -257 -100.00 0 -100.00
2017-11-03 2016-12-31 13F Amgen COM 031162100 257 257 37 0.0506
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.