Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionMarathon Capital Management
Latest Disclosed Ownership2,533 shares
Latest Disclosed Value $ 891,362
Marathon Capital Management reports 2.28% decrease in ownership of AMGN / Amgen Inc.

On May 14, 2026 - Marathon Capital Management filed a 13F-HR form disclosing ownership of 2,533 shares of Amgen Inc. (MX:AMGN) valued at $891,362 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,592 shares of Amgen Inc.. This represents a change in shares of -2.28% 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)
2026-05-14 2026-03-31 13F AMGEN COM 031162100 2,533 -59 -2.28 891 5.07 0.2002
2026-01-29 2025-12-31 13F AMGEN COM 031162100 2,592 1,454 127.77 848 164.17 0.1825
2025-11-14 2025-09-30 13F AMGEN COM 031162100 1,138 0 0.00 321 1.26 0.0735
2025-08-14 2025-06-30 13F AMGEN COM 031162100 1,138 0 0.00 318 -10.45 0.0809
2025-05-15 2025-03-31 13F AMGEN COM 031162100 1,138 -50 -4.21 355 14.56 0.0944
2025-02-14 2024-12-31 13F AMGEN COM 031162100 1,188 0 0.00 310 -19.11 0.0773
2024-11-14 2024-09-30 13F AMGEN COM 031162100 1,188 0 0.00 383 2.96 0.0928
2024-08-14 2024-06-30 13F AMGEN COM 031162100 1,188 275 30.12 371 43.24 0.0946
2024-05-15 2024-03-31 13F AMGEN COM 031162100 913 0 0.00 260 -1.15 0.0619
2024-02-14 2023-12-31 13F/A-1 AMGEN COM 031162100 913 0 0.00 263 6.94 0.0661
2024-02-08 2023-12-31 13F AMGEN COM 031162100 913 0 263 0.0661
2023-11-14 2023-09-30 13F AMGEN COM 031162100 913 0 0.00 245 21.29 0.0617
2023-08-15 2023-06-30 13F/A-1 AMGEN COM 031162100 913 11 1.22 203 -7.34 0.0500
2023-08-14 2023-06-30 13F AMGEN COM 031162100 913 11 203 0.0491
2023-05-12 2023-03-31 13F AMGEN COM 031162100 902 0 0.00 218 -7.63 0.0537
2023-02-14 2022-12-31 13F AMGEN COM 031162100 902 -35 -3.74 237 11.85 0.0653
2022-11-14 2022-09-30 13F Amgen COM 031162100 937 0 0.00 211 -7.46 0.0603
2022-08-12 2022-06-30 13F Amgen COM 031162100 937 937 228 0.0737
2022-05-13 2022-03-31 13F Amgen COM 031162100 0 -937 -100.00 0 -100.00
2022-02-09 2021-12-31 13F Amgen COM 031162100 937 -709 -43.07 210 -40.17 0.0492
2021-11-15 2021-09-30 13F Amgen COM 031162100 1,646 726 78.91 351 56.70 0.0797
2021-08-16 2021-06-30 13F Amgen COM 031162100 920 24 2.68 224 0.90 0.0519
2021-05-14 2021-03-31 13F Amgen COM 031162100 896 11 1.24 222 9.36 0.0585
2021-02-08 2020-12-31 13F Amgen COM 031162100 885 -40 -4.32 203 -13.62 0.0598
2020-11-16 2020-09-30 13F Amgen COM 031162100 925 60 6.94 235 15.20 0.0855
2020-08-14 2020-06-30 13F Amgen COM 031162100 865 865 204 0.0784
2020-05-15 2020-03-31 13F Amgen COM 031162100 0 -1,265 -100.00 0 -100.00
2020-02-14 2019-12-31 13F Amgen COM 031162100 1,265 189 17.57 304 46.15 0.1034
2019-11-13 2019-09-30 13F Amgen COM 031162100 1,076 1,076 208 0.0839
2019-05-15 2019-03-31 13F Amgen COM 031162100 0 -1,076 -100.00 0 -100.00
2019-02-07 2018-12-31 13F Amgen COM 031162100 1,076 1,076 209 0.1037
2016-05-13 2016-03-31 13F Amgen EQ 031162100 0 -1,296 -100.00 0 -100.00
2016-02-12 2015-12-31 13F Amgen EQ 031162100 1,296 -200 -13.37 210 1.45 0.1112
2015-11-12 2015-09-30 13F Amgen COM 031162100 1,496 0 0.00 207 -10.00 0.1051
2015-08-11 2015-06-30 13F Amgen COM 031162100 1,496 11 0.74 230 -2.95 0.1060
2015-05-06 2015-03-31 13F Amgen COM 031162100 1,485 0 0.00 237 0.00 0.1051
2015-02-09 2014-12-31 13F Amgen COM 031162100 1,485 10 0.68 237 14.49 0.2184
2014-10-30 2014-09-30 13F Amgen COM 031162100 1,475 1,475 207 0.1865
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.