Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership11,324 shares
Latest Disclosed Value $ 3,984,473
Sowell Financial Services LLC reports 3.32% decrease in ownership of AMGN / Amgen Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 11,324 shares of Amgen Inc. (MX:AMGN) valued at $3,984,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 11,713 shares of Amgen Inc.. This represents a change in shares of -3.32% 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)
2026-04-20 2026-03-31 13F AMGEN COM 031162100 11,324 -389 -3.32 3,984 3.94 0.1474
2026-01-21 2025-12-31 13F AMGEN COM 031162100 11,713 -4 -0.03 3,834 15.94 0.1408
2025-10-17 2025-09-30 13F AMGEN COM 031162100 11,717 -68 -0.58 3,307 0.49 0.1269
2025-07-14 2025-06-30 13F AMGEN COM 031162100 11,785 1,366 13.11 3,291 1.36 0.1340
2025-04-17 2025-03-31 13F AMGEN COM 031162100 10,419 -1,054 -9.19 3,246 8.56 0.1477
2025-02-07 2024-12-31 13F AMGEN COM 031162100 11,473 -1,036 -8.28 2,990 -25.81 0.1573
2024-10-04 2024-09-30 13F AMGEN COM 031162100 12,509 1,174 10.36 4,030 13.78 0.1872
2024-08-13 2024-06-30 13F AMGEN COM 031162100 11,335 6 0.05 3,542 9.97 0.1691
2024-05-03 2024-03-31 13F AMGEN COM 031162100 11,329 -363 -3.10 3,221 -4.36 0.1519
2024-01-24 2023-12-31 13F AMGEN COM 031162100 11,692 -794 -6.36 3,368 0.36 0.1825
2023-11-08 2023-09-30 13F AMGEN COM 031162100 12,486 -3,077 -19.77 3,356 -2.87 0.2106
2023-08-14 2023-06-30 13F AMGEN COM 031162100 15,563 6,421 70.24 3,455 172,650.00 0.1926
2023-05-12 2023-03-31 13F AMGEN STOCK 031162100 9,142 -8,509 -48.21 2 -50.00 0.1705
2023-02-09 2022-12-31 13F Amgen Stock 031162100 17,651 17,651 5 0.3001
2022-05-13 2022-03-31 13F AMGEN INC COM Stock 031162100 0 -13,164 -100.00 0 -100.00
2022-02-09 2021-12-31 13F AMGEN INC COM Stock 031162100 13,164 1,468 12.55 2,961 19.06 0.1698
2021-11-04 2021-09-30 13F AMGEN INC COM Stock 031162100 11,696 -624 -5.06 2,487 -17.18 0.1680
2021-08-05 2021-06-30 13F AMGEN INC COM Stock 031162100 12,320 -5,605 -31.27 3,003 -33.33 0.1990
2021-05-07 2021-03-31 13F AMGEN INC COM Stock 031162100 17,925 1,083 6.43 4,504 16.32 0.1568
2021-01-13 2020-12-31 13F AMGEN INC COM COM 031162100 16,842 1,042 6.59 3,872 -3.59 0.1654
2020-11-12 2020-09-30 13F AMGEN INC COM COM 031162100 15,800 -390 -2.41 4,016 5.16 0.2006
2020-08-13 2020-06-30 13F AMGEN INC COM Stock 031162100 16,190 -3,087 -16.01 3,819 -2.28 0.2099
2020-05-12 2020-03-31 13F AMGEN INC COM Stock 031162100 19,277 1,187 6.56 3,908 -10.39 0.2892
2020-02-07 2019-12-31 13F AMGEN INC COM Stock 031162100 18,090 -1,425 -7.30 4,361 15.49 0.3323
2019-11-14 2019-09-30 13F AMGEN INC COM COM 031162100 19,515 11,595 146.40 3,776 150.90 0.3120
2019-05-15 2019-03-31 13F AMGEN INC COM Stock 031162100 7,920 875 12.42 1,505 9.69 0.1680
2019-03-05 2018-12-31 13F AMGEN COM 031162100 7,045 646 10.10 1,372 3.47 0.1943
2018-11-13 2018-09-30 13F AMGEN COM 031162100 6,399 -114 -1.75 1,326 4.08 0.1925
2018-08-14 2018-06-30 13F AMGEN COM 031162100 6,513 1,471 29.17 1,274 49.18 0.2704
2018-05-10 2018-03-31 13F AMGEN COM 031162100 5,042 179 3.68 854 -6.36 0.2134
2018-01-29 2017-12-31 13F AMGEN COM 031162100 4,863 197 4.22 912 11.49 0.2230
2017-11-07 2017-09-30 13F AMGEN COM 031162100 4,666 534 12.92 818 13.93 0.2133
2017-08-14 2017-06-30 13F AMGEN COM 031162100 4,132 -56 -1.34 718 10.97 0.2038
2017-05-31 2017-03-31 13F AMGEN COM 031162100 4,188 733 21.22 647 9.11 0.1910
2017-02-27 2016-12-31 13F Amgen COM 031162100 3,455 3,455 593 0.1985
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.