Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership1,664 shares
Latest Disclosed Value $ 585,478
Lyell Wealth Management, Lp reports 6.39% increase in ownership of AMGN / Amgen Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 1,664 shares of Amgen Inc. (MX:AMGN) valued at $585,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,564 shares of Amgen Inc.. This represents a change in shares of 6.39% 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)
2026-05-07 2026-03-31 13F AMGEN INC COM Stock 031162100 1,664 100 6.39 585 14.48 0.0430
2026-02-11 2025-12-31 13F AMGEN INC COM Stock 031162100 1,564 81 5.46 512 22.25 0.0371
2025-11-06 2025-09-30 13F AMGEN INC COM Stock 031162100 1,483 0 0.00 419 0.97 0.0311
2025-07-29 2025-06-30 13F AMGEN INC COM Stock 031162100 1,483 -6 -0.40 414 -10.58 0.0327
2025-05-08 2025-03-31 13F AMGEN INC COM Stock 031162100 1,489 -14 -0.93 464 18.41 0.0434
2025-02-03 2024-12-31 13F AMGEN INC COM Stock 031162100 1,503 -5 -0.33 392 -19.38 0.0351
2024-10-23 2024-09-30 13F AMGEN INC COM Stock 031162100 1,508 0 0.00 486 2.97 0.0442
2024-08-08 2024-06-30 13F AMGEN INC COM Stock 031162100 1,508 -1,375 -47.69 471 -42.49 0.0450
2024-05-03 2024-03-31 13F AMGEN INC COM Stock 031162100 2,883 27 0.95 820 -0.36 0.0833
2024-02-02 2023-12-31 13F AMGEN INC COM Stock 031162100 2,856 -15 -0.52 823 6.61 0.0935
2023-10-31 2023-09-30 13F AMGEN INC COM Stock 031162100 2,871 0 0.00 772 21.04 0.1038
2023-08-04 2023-06-30 13F AMGEN INC COM Stock 031162100 2,871 -60 -2.05 637 -10.03 0.0815
2023-05-03 2023-03-31 13F AMGEN INC COM Stock 031162100 2,931 -434 -12.90 709 -19.82 0.0992
2023-01-24 2022-12-31 13F AMGEN INC COM Stock 031162100 3,365 60 1.82 884 18.52 0.1396
2022-10-24 2022-09-30 13F AMGEN INC COM Stock 031162100 3,305 433 15.08 745 6.58 0.1268
2022-07-28 2022-06-30 13F AMGEN COM 031162100 2,872 40 1.41 699 2.04 0.1140
2022-05-04 2022-03-31 13F AMGEN COM 031162100 2,832 -6 -0.21 685 7.37 0.0882
2022-02-08 2021-12-31 13F AMGEN COM 031162100 2,838 -210 -6.89 638 -1.54 0.0728
2021-11-10 2021-09-30 13F AMGEN COM 031162100 3,048 -286 -8.58 648 -20.30 0.0788
2021-08-09 2021-06-30 13F AMGEN COM 031162100 3,334 -343 -9.33 813 -11.15 0.1006
2021-05-07 2021-03-31 13F AMGEN COM 031162100 3,677 590 19.11 915 28.87 0.1333
2021-02-04 2020-12-31 13F AMGEN COM 031162100 3,087 625 25.39 710 13.42 0.1134
2020-11-04 2020-09-30 13F AMGEN COM 031162100 2,462 441 21.82 626 31.24 0.1173
2020-07-30 2020-06-30 13F AMGEN COM 031162100 2,021 11 0.55 477 17.20 0.1046
2020-05-11 2020-03-31 13F AMGEN COM 031162100 2,010 0 0.00 407 -16.08 0.1217
2020-02-05 2019-12-31 13F AMGEN COM 031162100 2,010 200 11.05 485 38.57 0.1295
2019-11-06 2019-09-30 13F AMGEN COM 031162100 1,810 -7,266 -80.06 350 -79.08 0.1052
2019-08-01 2019-06-30 13F AMGEN COM 031162100 9,076 -9,608 -51.42 1,673 -52.87 0.5043
2019-05-06 2019-03-31 13F AMGEN COM 031162100 18,684 626 3.47 3,550 1.00 1.1851
2019-02-09 2018-12-31 13F Amgen COM 031162100 18,058 723 4.17 3,515 -2.17 1.4676
2018-10-30 2018-09-30 13F Amgen COM 031162100 17,335 3,865 28.69 3,593 44.53 1.2097
2018-07-27 2018-06-30 13F Amgen COM 031162100 13,470 15 0.11 2,486 8.37 0.9086
2018-05-04 2018-03-31 13F Amgen COM 031162100 13,455 250 1.89 2,294 -0.09 0.8487
2018-01-30 2017-12-31 13F Amgen COM 031162100 13,205 -200 -1.49 2,296 -8.12 0.9119
2017-10-26 2017-09-30 13F Amgen COM 031162100 13,405 390 3.00 2,499 11.46 1.0792
2017-07-27 2017-06-30 13F Amgen COM 031162100 13,015 350 2.76 2,242 7.89 1.0911
2017-05-08 2017-03-31 13F Amgen Equity 031162100 12,665 240 1.93 2,078 14.36 1.1244
2017-02-13 2016-12-31 13F Amgen Common Stock 031162100 12,425 12,425 1,817 1.1289
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.