Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership2,994 shares
Latest Disclosed Value $ 1,050,895
Plancorp, LLC reports 0.60% increase in ownership of AMGN / Amgen Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 2,994 shares of Amgen Inc. (MX:AMGN) valued at $1,050,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,976 shares of Amgen Inc.. This represents a change in shares of 0.60% 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)
2026-04-14 2026-03-31 13F AMGEN COM 031162100 2,994 18 0.60 1,051 7.80 0.0299
2026-02-05 2025-12-31 13F AMGEN COM 031162100 2,976 -26 -0.87 974 14.99 0.0295
2025-10-15 2025-09-30 13F AMGEN COM 031162100 3,002 -154 -4.88 847 -3.86 0.0266
2025-07-16 2025-06-30 13F AMGEN COM 031162100 3,156 84 2.73 881 -7.94 0.0305
2025-05-15 2025-03-31 13F AMGEN COM 031162100 3,072 43 1.42 957 21.29 0.0379
2025-02-11 2024-12-31 13F AMGEN COM 031162100 3,029 224 7.99 790 -12.62 0.0324
2024-11-12 2024-09-30 13F AMGEN COM 031162100 2,805 41 1.48 904 4.63 0.0369
2024-08-09 2024-06-30 13F AMGEN COM 031162100 2,764 6 0.22 864 10.08 0.0374
2024-05-15 2024-03-31 13F AMGEN COM 031162100 2,758 150 5.75 784 4.39 0.0340
2024-02-09 2023-12-31 13F AMGEN COM 031162100 2,608 129 5.20 751 12.76 0.0360
2023-11-08 2023-09-30 13F AMGEN COM 031162100 2,479 16 0.65 666 21.98 0.0357
2023-07-26 2023-06-30 13F AMGEN COM 031162100 2,463 -31 -1.24 547 -9.30 0.0295
2023-05-11 2023-03-31 13F AMGEN COM 031162100 2,494 -105 -4.04 603 -11.73 0.0339
2023-02-14 2022-12-31 13F AMGEN COM 031162100 2,599 30 1.17 683 17.79 0.0403
2022-11-10 2022-09-30 13F AMGEN COM 031162100 2,569 -24 -0.93 579 -8.24 0.0386
2022-08-04 2022-06-30 13F AMGEN COM 031162100 2,593 -34 -1.29 631 -0.63 0.0398
2022-05-13 2022-03-31 13F AMGEN COM 031162100 2,627 89 3.51 635 11.21 0.0413
2022-02-11 2021-12-31 13F AMGEN COM 031162100 2,538 -67 -2.57 571 3.07 0.0362
2021-11-15 2021-09-30 13F AMGEN COM 031162100 2,605 177 7.29 554 -6.42 0.0383
2021-08-13 2021-06-30 13F AMGEN COM 031162100 2,428 -50 -2.02 592 -4.05 0.0464
2021-05-14 2021-03-31 13F AMGEN COM 031162100 2,478 39 1.60 617 9.98 0.1359
2021-02-09 2020-12-31 13F AMGEN COM 031162100 2,439 253 11.57 561 0.90 0.1382
2020-11-16 2020-09-30 13F AMGEN COM 031162100 2,186 -365 -14.31 556 -7.64 0.1688
2020-08-11 2020-06-30 13F AMGEN COM 031162100 2,551 67 2.70 602 19.68 0.1814
2020-05-14 2020-03-31 13F AMGEN COM 031162100 2,484 299 13.68 503 -4.55 0.1947
2020-02-03 2019-12-31 13F AMGEN COM 031162100 2,185 184 9.20 527 36.18 0.1615
2019-11-12 2019-09-30 13F AMGEN COM 031162100 2,001 23 1.16 387 6.32 0.1477
2019-08-13 2019-06-30 13F AMGEN COM 031162100 1,978 -7,512 -79.16 364 -79.81 0.1441
2019-05-14 2019-03-31 13F AMGEN COM 031162100 9,490 402 4.42 1,803 1.92 0.6829
2019-02-14 2018-12-31 13F AMGEN COM 031162100 9,088 -235 -2.52 1,769 -8.44 0.8028
2018-11-13 2018-09-30 13F AMGEN COM 031162100 9,323 32 0.34 1,932 12.65 0.7605
2018-08-14 2018-06-30 13F AMGEN COM 031162100 9,291 -127 -1.35 1,715 6.79 0.6851
2018-04-16 2018-03-31 13F AMGEN COM 031162100 9,418 237 2.58 1,606 0.69 0.5134
2018-01-19 2017-12-31 13F AMGEN COM 031162100 9,181 -345 -3.62 1,595 -10.14 0.5203
2017-10-11 2017-09-30 13F AMGEN COM 031162100 9,526 -4 -0.04 1,775 8.23 0.5244
2017-07-25 2017-06-30 13F AMGEN COM 031162100 9,530 -880 -8.45 1,640 -3.93 0.4872
2017-05-12 2017-03-31 13F AMGEN COM 031162100 10,410 44 0.42 1,707 12.67 0.4982
2017-02-14 2016-12-31 13F AMGEN COM 031162100 10,366 193 1.90 1,515 -10.72 0.4315
2016-11-08 2016-09-30 13F AMGEN COM 031162100 10,173 10,173 0.00 1,697 1.0789
2016-05-16 2016-03-31 13F AMGEN COM 031162100 0 -8,186 -100.00 0 -100.00
2016-02-09 2015-12-31 13F AMGEN COM 031162100 8,186 -246 -2.92 1,329 13.98 1.5878
2015-11-13 2015-09-30 13F AMGEN COM 031162100 8,432 8,432 0.00 1,166 1.0569
2015-08-14 2015-06-30 13F AMGEN COM 031162100 0 -9,042 -100.00 0 -100.00
2015-05-14 2015-03-31 13F AMGEN COM 031162100 9,042 9,042 1,445 1.4382
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.