Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership1,247 shares
Latest Disclosed Value $ 438,757
Pinnacle Wealth Planning Services, Inc. reports 1.88% increase in ownership of AMGN / Amgen Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 1,247 shares of Amgen Inc. (MX:AMGN) valued at $438,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,224 shares of Amgen Inc.. This represents a change in shares of 1.88% 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)
2026-05-11 2026-03-31 13F AMGEN COM 031162100 1,247 23 1.88 439 9.50 0.0453
2026-02-13 2025-12-31 13F AMGEN COM 031162100 1,224 13 1.07 401 17.30 0.0418
2025-11-13 2025-09-30 13F AMGEN COM 031162100 1,211 -73 -5.69 342 -4.75 0.0400
2025-08-11 2025-06-30 13F AMGEN COM 031162100 1,284 -755 -37.03 359 -43.62 0.0472
2025-05-15 2025-03-31 13F AMGEN COM 031162100 2,039 93 4.78 635 25.25 0.0955
2025-02-27 2024-12-31 13F/A-1 AMGEN COM 031162100 1,946 -741 -27.58 507 -41.39 0.0762
2025-02-06 2024-12-31 13F AMGEN COM 031162100 1,946 -741 507 0.0708
2024-11-13 2024-09-30 13F AMGEN Stock 031162100 2,687 5 0.19 866 3.35 0.1176
2024-08-09 2024-06-30 13F AMGEN Stock 031162100 2,682 -24 -0.89 838 8.84 0.1197
2024-05-10 2024-03-31 13F AMGEN Stock 031162100 2,706 -12 -0.44 769 -1.66 0.1127
2024-02-08 2023-12-31 13F AMGEN Stock 031162100 2,718 -7 -0.26 783 6.83 0.1230
2023-11-08 2023-09-30 13F AMGEN Stock 031162100 2,725 158 6.16 732 28.65 0.1207
2023-08-07 2023-06-30 13F AMGEN Stock 031162100 2,567 -280 -9.83 570 -17.30 0.0920
2023-05-03 2023-03-31 13F AMGEN Stock 031162100 2,847 281 10.95 688 2.23 0.1144
2023-02-13 2022-12-31 13F AMGEN Stock 031162100 2,566 -201 -7.26 674 7.85 0.1197
2022-11-09 2022-09-30 13F AMGEN Stock 031162100 2,767 137 5.21 624 -2.50 0.1153
2022-08-03 2022-06-30 13F AMGEN Stock 031162100 2,630 290 12.39 640 13.07 0.1150
2022-04-20 2022-03-31 13F AMGEN Stock 031162100 2,340 837 55.69 566 67.46 0.1031
2022-01-21 2021-12-31 13F AMGEN Stock 031162100 1,503 -248 -14.16 338 -9.14 0.0660
2021-10-29 2021-09-30 13F AMGEN Stock 031162100 1,751 -1,211 -40.88 372 -48.48 0.0822
2021-08-02 2021-06-30 13F AMGEN Stock 031162100 2,962 -97 -3.17 722 -5.12 0.1679
2021-04-29 2021-03-31 13F AMGEN Stock 031162100 3,059 -349 -10.24 761 -2.93 0.1952
2021-02-12 2020-12-31 13F AMGEN Stock 031162100 3,408 -139 -3.92 784 -12.99 0.1873
2020-11-03 2020-09-30 13F AMGEN Stock 031162100 3,547 107 3.11 901 10.96 0.2975
2020-07-27 2020-06-30 13F AMGEN Stock 031162100 3,440 64 1.90 812 18.89 0.2637
2020-05-11 2020-03-31 13F AMGEN Stock 031162100 3,376 1,108 48.85 683 25.09 0.3244
2020-02-07 2019-12-31 13F AMGEN Stock 031162100 2,268 362 18.99 546 48.37 0.2568
2019-10-31 2019-09-30 13F AMGEN Stock 031162100 1,906 475 33.19 368 39.39 0.2004
2019-08-06 2019-06-30 13F AMGEN Stock 031162100 1,431 201 16.34 264 12.82 0.1593
2019-05-08 2019-03-31 13F AMGEN Stock 031162100 1,230 -459 -27.18 234 -29.09 0.1571
2019-03-01 2018-12-31 13F AMGEN Stock 031162100 1,689 26 1.56 330 -4.35 0.2112
2019-02-28 2018-09-30 13F AMGEN Stock 031162100 1,663 2 0.12 345 12.38 0.3155
2019-02-28 2018-06-30 13F AMGEN Stock 031162100 1,661 153 10.15 307 19.46 0.2982
2019-02-28 2018-03-31 13F AMGEN Stock 031162100 1,508 1,163 337.10 257 328.33 0.2643
2018-02-12 2017-12-31 13F AMGEN INC COM Stock 031162100 345 345 60 0.1222
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.