Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership858 shares
Latest Disclosed Value $ 301,973
Mascoma Wealth Management LLC reports 3.05% decrease in ownership of AMGN / Amgen Inc.

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 858 shares of Amgen Inc. (MX:AMGN) valued at $301,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 885 shares of Amgen Inc.. This represents a change in shares of -3.05% 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)
2026-04-30 2026-03-31 13F AMGEN INC COM Stock 031162100 858 -27 -3.05 302 4.15 0.0624
2026-02-04 2025-12-31 13F AMGEN INC COM Stock 031162100 885 5 0.57 290 16.53 0.0621
2025-10-28 2025-09-30 13F AMGEN INC COM Stock 031162100 880 0 0.00 248 1.22 0.0548
2025-07-22 2025-06-30 13F AMGEN INC COM Stock 031162100 880 0 0.00 246 -10.58 0.0571
2025-04-24 2025-03-31 13F AMGEN INC COM Stock 031162100 880 -100 -10.20 274 7.45 0.0683
2025-02-10 2024-12-31 13F AMGEN INC COM Stock 031162100 980 0 0.00 255 -19.05 0.0642
2024-11-05 2024-09-30 13F AMGEN INC COM Stock 031162100 980 -30 -2.97 316 0.00 0.0786
2024-08-02 2024-06-30 13F AMGEN INC COM Stock 031162100 1,010 -823 -44.90 316 -39.54 0.0837
2024-05-02 2024-03-31 13F AMGEN INC COM Stock 031162100 1,833 -937 -33.83 521 -34.63 0.1483
2024-01-24 2023-12-31 13F AMGEN INC COM Stock 031162100 2,770 -1,323 -32.32 798 -27.55 0.2398
2023-10-13 2023-09-30 13F AMGEN INC COM Stock 031162100 4,093 -167 -3.92 1,100 -0.99 0.3439
2023-08-09 2023-06-30 13F AMGEN INC COM Stock 031162100 4,260 290 7.30 1,111 16.82 0.3405
2023-05-01 2023-03-31 13F AMGEN INC COM Stock 031162100 3,970 -35 -0.87 952 -9.51 0.2785
2023-01-24 2022-12-31 13F/A-1 AMGEN INC COM Stock 031162100 4,005 190 4.98 1,052 22.21 0.3338
2023-01-20 2022-12-31 13F AMGEN INC COM Stock 031162100 3,815 0 1 0.2977
2022-10-18 2022-09-30 13F AMGEN INC COM Stock 031162100 3,815 -100 -2.55 860 -9.76 0.2977
2022-07-14 2022-06-30 13F AMGEN INC COM Stock 031162100 3,915 0 0.00 953 0.63 0.3256
2022-04-25 2022-03-31 13F AMGEN INC COM Stock 031162100 3,915 -40 -1.01 947 6.40 0.3014
2022-01-21 2021-12-31 13F AMGEN INC COM Stock 031162100 3,955 -442 -10.05 890 -4.81 0.3079
2021-10-06 2021-09-30 13F AMGEN INC COM Stock 031162100 4,397 -455 -9.38 935 -20.96 0.3626
2021-07-06 2021-06-30 13F AMGEN INC COM Stock 031162100 4,852 -149 -2.98 1,183 -4.90 0.5057
2021-04-26 2021-03-31 13F AMGEN INC COM Stock 031162100 5,001 716 16.71 1,244 26.29 0.5356
2021-01-26 2020-12-31 13F AMGEN INC COM Stock 031162100 4,285 346 8.78 985 29.27 0.4927
2019-11-21 2019-09-30 13F AMGEN INC COM Stock 031162100 3,939 250 6.78 762 12.06 0.4803
2019-07-29 2019-06-30 13F AMGEN INC COM Stock 031162100 3,689 250 7.27 680 4.13 0.4258
2019-04-23 2019-03-31 13F AMGEN INC COM Stock 031162100 3,439 425 14.10 653 11.24 0.4381
2019-01-28 2018-12-31 13F AMGEN INC COM Stock 031162100 3,014 311 11.51 587 4.82 0.4480
2018-11-08 2018-09-30 13F AMGEN INC COM Stock 031162100 2,703 -1,258 -31.76 560 -23.39 0.3695
2018-08-13 2018-06-30 13F AMGEN INC COM Stock 031162100 3,961 101 2.62 731 11.09 0.5146
2018-04-24 2018-03-31 13F AMGEN INC COM Stock 031162100 3,860 81 2.14 658 -6.93 0.4337
2018-02-05 2017-12-31 13F AMGEN INC COM Stock 031162100 3,779 950 33.58 707 34.16 0.4356
2017-11-07 2017-09-30 13F AMGEN INC COM Stock 031162100 2,829 1,304 85.51 527 100.38 0.3519
2017-07-13 2017-06-30 13F AMGEN INC COM Stock 031162100 1,525 1,005 193.27 263 209.41 0.1774
2017-04-18 2017-03-31 13F AMGEN INC COM Stock 031162100 520 0 0.00 85 11.84 0.0609
2017-01-30 2016-12-31 13F AMGEN INC COM Stock 031162100 520 520 76 0.0559
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.