Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership9,233 shares
Latest Disclosed Value $ 3,248,650
Wealthspire Advisors, LLC reports 21.47% decrease in ownership of AMGN / Amgen Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 9,233 shares of Amgen Inc. (MX:AMGN) valued at $3,248,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,757 shares of Amgen Inc.. This represents a change in shares of -21.47% 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)
2026-05-01 2026-03-31 13F AMGEN COM 031162100 9,233 -2,524 -21.47 3,249 -15.59 0.0255
2026-02-12 2025-12-31 13F AMGEN COM 031162100 11,757 4,158 54.72 3,848 79.48 0.0306
2025-11-14 2025-09-30 13F AMGEN COM 031162100 7,599 -617 -7.51 2,145 -6.54 0.0112
2025-08-11 2025-06-30 13F AMGEN COM 031162100 8,216 -12 -0.15 2,294 -10.50 0.0129
2025-05-09 2025-03-31 13F AMGEN COM 031162100 8,228 -113 -1.35 2,563 17.95 0.0153
2025-02-04 2024-12-31 13F AMGEN COM 031162100 8,341 -328 -3.78 2,174 -22.20 0.0216
2024-11-13 2024-09-30 13F AMGEN COM 031162100 8,669 262 3.12 2,793 6.36 0.0284
2024-08-08 2024-06-30 13F AMGEN COM 031162100 8,407 -103 -1.21 2,627 8.56 0.0336
2024-05-06 2024-03-31 13F AMGEN COM 031162100 8,510 -407 -4.56 2,420 -5.80 0.0323
2024-02-07 2023-12-31 13F AMGEN COM 031162100 8,917 -195 -2.14 2,568 4.90 0.0365
2023-11-06 2023-09-30 13F AMGEN COM 031162100 9,112 5,326 140.68 2,449 191.43 0.0404
2023-08-01 2023-06-30 13F AMGEN COM 031162100 3,786 -420 -9.99 841 -17.32 0.0137
2023-05-09 2023-03-31 13F AMGEN COM 031162100 4,206 -1,807 -30.05 1,017 -35.66 0.0175
2023-02-14 2022-12-31 13F AMGEN COM 031162100 6,013 1,956 48.21 1,579 72.76 0.0287
2022-11-14 2022-09-30 13F AMGEN COM 031162100 4,057 -316 -7.23 914 -14.10 0.0191
2022-08-09 2022-06-30 13F AMGEN COM 031162100 4,373 1,723 65.02 1,064 65.99 0.0222
2022-05-09 2022-03-31 13F AMGEN COM 031162100 2,650 -3,203 -54.72 641 -51.33 0.0144
2022-02-14 2021-12-31 13F AMGEN COM 031162100 5,853 743 14.54 1,317 21.16 0.0291
2021-11-15 2021-09-30 13F AMGEN COM 031162100 5,110 3,265 176.96 1,087 141.56 0.0226
2021-08-13 2021-06-30 13F AMGEN COM 031162100 1,845 -8,571 -82.29 450 -82.64 0.0118
2021-05-17 2021-03-31 13F AMGEN COM 031162100 10,416 2,718 35.31 2,592 46.44 0.0615
2021-02-16 2020-12-31 13F AMGEN COM 031162100 7,698 2,889 60.07 1,770 44.84 0.0527
2020-11-16 2020-09-30 13F AMGEN COM 031162100 4,809 319 7.10 1,222 15.39 0.0727
2020-08-14 2020-06-30 13F AMGEN COM 031162100 4,490 -8,494 -65.42 1,059 -59.76 0.0738
2020-05-12 2020-03-31 13F AMGEN COM 031162100 12,984 10,858 510.72 2,632 414.06 0.1103
2020-02-14 2019-12-31 13F AMGEN COM 031162100 2,126 473 28.61 512 60.00 0.0373
2019-11-12 2019-09-30 13F AMGEN COM 031162100 1,653 1,653 320 0.0262
2019-05-07 2019-03-31 13F AMGEN COM 031162100 0 -469 -100.00 0 -100.00
2019-02-14 2018-12-31 13F AMGEN COM 031162100 469 469 91 0.0088
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.