Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionWealth Quarterback LLC
Latest Disclosed Ownership1,898 shares
Latest Disclosed Value $ 667,829
Wealth Quarterback LLC reports 2.65% increase in ownership of AMGN / Amgen Inc.

On April 9, 2026 - Wealth Quarterback LLC filed a 13F-HR form disclosing ownership of 1,898 shares of Amgen Inc. (MX:AMGN) valued at $667,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,849 shares of Amgen Inc.. This represents a change in shares of 2.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F AMGEN COM 031162100 1,898 49 2.65 668 10.25 0.2629
2026-01-15 2025-12-31 13F AMGEN COM 031162100 1,849 -361 -16.33 605 -2.89 0.2178
2025-10-20 2025-09-30 13F AMGEN COM 031162100 2,210 34 1.56 624 2.64 0.2412
2025-08-08 2025-06-30 13F AMGEN COM 031162100 2,176 28 1.30 607 -9.27 0.2880
2025-05-05 2025-03-31 13F AMGEN COM 031162100 2,148 415 23.95 669 48.34 0.3766
2025-01-31 2024-12-31 13F AMGEN COM 031162100 1,733 123 7.64 452 -12.93 0.2120
2024-11-01 2024-09-30 13F AMGEN COM 031162100 1,610 245 17.95 519 21.60 0.2700
2024-07-22 2024-06-30 13F AMGEN COM 031162100 1,365 1,365 427 0.2418
2022-08-15 2022-06-30 13F AMGEN COM 031162100 0 -400 -100.00 0 0.0000
2021-11-17 2021-09-30 13F AMGEN COM 031162100 400 3 0.76 0 0.0571
2021-08-11 2021-06-30 13F AMGEN COM 031162100 397 397 0 0.0590
2020-08-17 2020-06-30 13F AMGEN COM 031162100 0 -426 -100.00 0 -100.00
2020-05-14 2020-03-31 13F AMGEN COM 031162100 426 -22,093 -98.11 86 8.86 0.0793
2020-02-27 2019-12-31 13F/A-1 AMGEN COM 031162100 22,519 22,519 79 0.0687
2020-02-18 2019-12-31 13F AMGEN COM 031162100 31,162,100 31,162 0.3570
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.