Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership7,658 shares
Latest Disclosed Value $ 2,694,394
Sunbelt Securities, Inc. reports 1.48% increase in ownership of AMGN / Amgen Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 7,658 shares of Amgen Inc. (MX:AMGN) valued at $2,694,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 7,546 shares of Amgen Inc.. This represents a change in shares of 1.48% 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)
2026-05-16 2026-03-31 13F AMGEN INC COM Stock 031162100 7,658 112 1.48 2,694 9.07 0.1701
2026-02-20 2025-12-31 13F AMGEN INC COM Stock 031162100 7,546 432 6.07 2,470 23.07 0.1647
2025-11-19 2025-09-30 13F AMGEN INC COM Stock 031162100 7,114 410 6.12 2,008 14.88 0.1386
2025-08-14 2025-06-30 13F AMGEN INC COM Stock 031162100 6,704 114 1.73 1,747 -14.91 0.1542
2025-04-24 2025-03-31 13F AMGEN INC COM Stock 031162100 6,590 -133 -1.98 2,053 17.79 0.1833
2025-02-18 2024-12-31 13F AMGEN INC COM Stock 031162100 6,723 2,051 43.90 1,743 15.81 0.1536
2024-11-18 2024-09-30 13F AMGEN INC COM Stock 031162100 4,672 230 5.18 1,505 8.51 0.1476
2024-08-16 2024-06-30 13F AMGEN INC COM Stock 031162100 4,442 -960 -17.77 1,388 -9.70 0.1420
2024-04-15 2024-03-31 13F AMGEN INC COM Stock 031162100 5,402 -73 -1.33 1,536 -2.54 0.1714
2024-02-15 2023-12-31 13F AMGEN INC COM Stock 031162100 5,475 -293 -5.08 1,577 1.68 0.1986
2023-12-11 2023-09-30 13F AMGEN INC COM Stock 031162100 5,768 -5 -0.09 1,550 21.00 0.2145
2023-08-16 2023-06-30 13F AMGEN INC COM Stock 031162100 5,773 409 7.62 1,282 -1.08 0.1843
2023-05-17 2023-03-31 13F AMGEN INC COM Stock 031162100 5,364 616 12.97 1,295 3.85 0.2083
2023-02-08 2022-12-31 13F AMGEN COM 031162100 4,748 122 2.64 1,247 19.56 0.2437
2022-11-21 2022-09-30 13F AMGEN COM 031162100 4,626 198 4.47 1,043 -3.16 0.2205
2022-10-03 2022-06-30 13F AMGEN COM 031162100 4,428 252 6.03 1,077 6.32 0.2278
2022-05-16 2022-03-31 13F AMGEN COM 031162100 4,176 -1,573 -27.36 1,013 -26.91 0.1855
2022-02-14 2021-12-31 13F AMGEN COM 031162100 5,749 -1,039 -15.31 1,386 -17.65 0.2251
2021-11-15 2021-09-30 13F AMGEN COM 031162100 6,788 0 0.00 1,683 0.00 0.3026
2021-07-29 2021-06-30 13F AMGEN COM 031162100 6,788 -567 -7.71 1,683 -8.03 0.3029
2021-05-27 2021-03-31 13F AMGEN COM 031162100 7,355 -11 -0.15 1,830 8.09 0.3605
2021-02-09 2020-12-31 13F AMGEN COM 031162100 7,366 1,924 35.35 1,693 22.42 0.3499
2020-11-17 2020-09-30 13F AMGEN COM 031162100 5,442 308 6.00 1,383 14.20 0.3845
2020-08-14 2020-06-30 13F AMGEN COM 031162100 5,134 -1,312 -20.35 1,211 -8.74 0.4161
2020-05-15 2020-03-31 13F AMGEN COM 031162100 6,446 -4,110 -38.94 1,327 -47.86 0.0569
2020-02-26 2019-12-31 13F/A-1 AMGEN COM 031162100 10,556 -3,852 -26.74 2,545 -8.72 0.2679
2020-02-14 2019-12-31 13F AMGEN COM 031162100 10,556 -3,852 636 250.9470
2019-11-15 2019-09-30 13F AMGEN COM 031162100 14,408 9,317 183.01 2,788 197.23 0.3127
2019-08-01 2019-06-30 13F AMGEN COM 031162100 5,091 -2,184 -30.02 938 -32.13 0.4079
2019-05-15 2019-03-31 13F AMGEN COM 031162100 7,275 2,361 48.05 1,382 44.41 0.6909
2019-02-14 2018-12-31 13F/A-1 AMGEN COM 031162100 4,914 -743 -13.13 957 -18.41 0.5575
2019-02-11 2018-12-31 13F AMGEN COM 031162100 5,657 0 1,173 0.6280
2018-11-14 2018-09-30 13F AMGEN COM 031162100 5,657 619 12.29 1,173 26.13 0.6280
2018-08-08 2018-06-30 13F AMGEN COM 031162100 5,038 606 13.67 930 23.02 0.5565
2018-05-09 2018-03-31 13F AMGEN COM 031162100 4,432 886 24.99 756 22.53 0.6915
2018-02-06 2017-12-31 13F AMGEN COM 031162100 3,546 116 3.38 617 -3.44 0.6000
2017-11-03 2017-09-30 13F AMGEN COM 031162100 3,430 1,656 93.35 639 108.82 0.6716
2017-08-15 2017-06-30 13F AMGEN COM 031162100 1,774 -12 -0.67 306 4.44 0.5749
2017-05-05 2017-03-31 13F AMGEN COM 031162100 1,786 1,459 446.18 293 523.40 0.4404
2017-02-13 2016-12-31 13F AMGEN COM 031162100 327 327 0.00 48 0.0585
2016-11-14 2016-09-30 13F AMGEN COM 031162100 0 -54 -100.00 0 -100.00
2016-08-11 2016-06-30 13F AMGEN COM 031162100 54 0 0.00 8 0.00 0.0086
2016-05-11 2016-03-31 13F AMGEN COM 031162100 54 0 0.00 8 0.00 0.0094
2016-02-11 2015-12-31 13F AMGEN COM 031162100 54 0 0.00 9 14.29 0.0098
2015-11-12 2015-09-30 13F AMGEN COM 031162100 54 0 0.00 7 -12.50 0.0079
2015-08-13 2015-06-30 13F AMGEN COM 031162100 54 0 0.00 8 0.00 0.0088
2015-05-19 2015-03-31 13F/A-1 AMGEN COM 031162100 54 54 9 0.0099
2015-05-14 2015-03-31 13F AMGEN COM 031162100 54 9
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.