Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership23 shares
Latest Disclosed Value $ 8,092
IMA Wealth, Inc. ownership in AMGN / Amgen Inc.

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 23 shares of Amgen Inc. (MX:AMGN) valued at $8,092 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 23 shares of Amgen Inc.. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F Amgen Common Stock 031162100 23 0 0.00 8 14.29 0.0008
2026-02-11 2025-12-31 13F Amgen Common Stock 031162100 23 20 666.67 8 0.0007
2025-11-06 2025-09-30 13F Amgen Common Stock 031162100 3 1 50.00 1 0.0001
2025-08-08 2025-06-30 13F Amgen Common Stock 031162100 2 2 1 0.0001
2024-02-05 2023-12-31 13F AMGEN COM 031162100 0 -210 -100.00 0 -100.00
2023-11-28 2023-09-30 13F AMGEN COM 031162100 210 0 0.00 56 21.74 0.0146
2023-08-15 2023-06-30 13F AMGEN COM 031162100 210 -16 -7.08 47 -14.81 0.0120
2023-05-16 2023-03-31 13F AMGEN COM 031162100 226 -18 -7.38 55 -15.62 0.0141
2023-02-16 2022-12-31 13F AMGEN COM 031162100 244 -16 -6.15 64 8.47 0.0170
2022-11-15 2022-09-30 13F AMGEN COM 031162100 260 -219 -45.72 59 -49.57 0.0158
2022-08-18 2022-06-30 13F AMGEN COM 031162100 479 -65 -11.95 117 -11.36 0.0286
2022-06-13 2022-03-31 13F AMGEN COM 031162100 544 -5,394 -90.84 132 -90.12 0.0303
2022-02-14 2021-12-31 13F AMGEN COM 031162100 5,938 -5,538 -48.26 1,336 -45.25 0.2950
2021-11-03 2021-09-30 13F AMGEN COM 031162100 11,476 -14 -0.12 2,440 -12.89 0.5764
2021-08-13 2021-06-30 13F AMGEN COM 031162100 11,490 -481 -4.02 2,801 -5.98 0.6545
2021-05-13 2021-03-31 13F AMGEN COM 031162100 11,971 751 6.69 2,979 15.47 0.7298
2021-02-08 2020-12-31 13F AMGEN COM 031162100 11,220 -732 -6.12 2,580 -15.08 0.7233
2020-11-16 2020-09-30 13F AMGEN COM 031162100 11,952 -158 -1.30 3,038 6.37 1.0186
2020-08-13 2020-06-30 13F AMGEN COM 031162100 12,110 -293 -2.36 2,856 13.60 1.0326
2020-04-14 2020-03-31 13F AMGEN COM 031162100 12,403 -357 -2.80 2,514 -18.27 1.1064
2020-02-24 2019-12-31 13F AMGEN COM 031162100 12,760 -568 -4.26 3,076 19.27 1.1416
2019-10-29 2019-09-30 13F AMGEN COM 031162100 13,328 594 4.66 2,579 9.88 0.9741
2019-07-19 2019-06-30 13F AMGEN COM 031162100 12,734 595 4.90 2,347 1.78 0.8775
2019-05-09 2019-03-31 13F AMGEN COM 031162100 12,139 1,047 9.44 2,306 6.81 0.8952
2019-01-15 2018-12-31 13F AMGEN COM 031162100 11,092 496 4.68 2,159 -1.68 1.0073
2018-10-18 2018-09-30 13F AMGEN COM 031162100 10,596 340 3.32 2,196 16.01 0.8587
2018-08-01 2018-06-30 13F AMGEN COM 031162100 10,256 -820 -7.40 1,893 0.26 0.7887
2018-04-20 2018-03-31 13F AMGEN COM 031162100 11,076 1,528 16.00 1,888 13.73 0.8403
2018-02-05 2017-12-31 13F AMGEN COM 031162100 9,548 5,504 136.10 1,660 120.16 0.7427
2017-10-24 2017-09-30 13F AMGEN COM 031162100 4,044 0 0.00 754 8.33 0.3498
2017-07-31 2017-06-30 13F AMGEN COM 031162100 4,044 -720 -15.11 696 -11.00 0.3347
2017-06-06 2017-03-31 13F AMGEN COM 031162100 4,764 -240 -4.80 782 6.83 0.3935
2017-03-30 2016-12-31 13F Amgen COM 031162100 5,004 -1,183 -19.12 732 -29.07 0.4509
2016-12-07 2016-09-30 13F Amgen COM 031162100 6,187 260 4.39 1,032 14.41 0.5899
2016-12-08 2016-06-30 13F Amgen COM 031162100 5,927 -643 -9.79 902 -6.91 0.5659
2016-12-08 2016-03-31 13F Amgen COM 031162100 6,570 1,020 18.38 969 9.74 0.5621
2016-12-08 2015-12-31 13F Amgen COM 031162100 5,550 99 1.82 883 19.49 0.5360
2016-12-08 2015-09-30 13F Amgen COM 031162100 5,451 53 0.98 739 -10.86 0.4684
2015-07-24 2015-06-30 13F Amgen COM 031162100 5,398 -428 -7.35 829 -10.96 0.3944
2015-04-14 2015-03-31 13F Amgen COM 031162100 5,826 5,826 931 0.4526
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.