Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionAnnex Advisory Services, LLC
Latest Disclosed Ownership12,988 shares
Latest Disclosed Value $ 4,569,865
Annex Advisory Services, LLC reports 1.81% increase in ownership of AMGN / Amgen Inc.

On April 16, 2026 - Annex Advisory Services, LLC filed a 13F-HR form disclosing ownership of 12,988 shares of Amgen Inc. (CH:AMGN) valued at $4,569,865 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,757 shares of Amgen Inc.. This represents a change in shares of 1.81% 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)
2026-04-16 2026-03-31 13F AMGEN COM 031162100 12,988 231 1.81 4,570 9.44 0.0856
2026-01-26 2025-12-31 13F AMGEN COM 031162100 12,757 1,905 17.55 4,176 36.35 0.0798
2025-10-17 2025-09-30 13F AMGEN COM 031162100 10,852 -378 -3.37 3,063 -2.33 0.0652
2025-07-11 2025-06-30 13F AMGEN COM 031162100 11,230 85 0.76 3,135 -9.71 0.0755
2025-04-11 2025-03-31 13F AMGEN COM 031162100 11,145 -4,623 -29.32 3,472 -15.50 0.0985
2025-01-16 2024-12-31 13F AMGEN COM 031162100 15,768 -2,027 -11.39 4,110 -28.33 0.1238
2024-10-10 2024-09-30 13F AMGEN COM 031162100 17,795 -336 -1.85 5,734 1.22 0.1834
2024-07-12 2024-06-30 13F AMGEN COM 031162100 18,131 3,040 20.14 5,665 32.03 0.1995
2024-04-12 2024-03-31 13F AMGEN COM 031162100 15,091 285 1.92 4,291 0.61 0.1524
2024-02-13 2023-12-31 13F AMGEN COM 031162100 14,806 14,806 4,264 0.1780
2023-04-27 2023-03-31 13F AMGEN COM 031162100 0 -876 -100.00 0 -100.00
2023-01-30 2022-12-31 13F AMGEN COM 031162100 876 876 230 0.0130
2022-10-24 2022-09-30 13F AMGEN COM 031162100 0 -854 -100.00 0 -100.00
2022-07-27 2022-06-30 13F AMGEN COM 031162100 854 854 208 0.0150
2022-01-28 2021-12-31 13F AMGEN COM 031162100 0 -944 -100.00 0 -100.00
2021-10-18 2021-09-30 13F AMGEN COM 031162100 944 -13,457 -93.44 201 -94.28 0.0164
2021-07-29 2021-06-30 13F AMGEN COM 031162100 14,401 657 4.78 3,513 2.72 0.2848
2021-04-22 2021-03-31 13F AMGEN COM 031162100 13,744 764 5.89 3,420 14.61 0.3292
2021-01-28 2020-12-31 13F AMGEN COM 031162100 12,980 681 5.54 2,984 -4.54 0.2922
2020-10-23 2020-09-30 13F AMGEN COM 031162100 12,299 20 0.16 3,126 7.94 0.3985
2020-07-21 2020-06-30 13F AMGEN COM 031162100 12,279 623 5.34 2,896 22.56 0.4038
2020-04-22 2020-03-31 13F AMGEN COM 031162100 11,656 1,021 9.60 2,363 -7.84 0.3346
2020-02-13 2019-12-31 13F/A-1 AMGEN COM 031162100 10,635 421 4.12 2,564 29.69 0.3107
2020-02-10 2019-12-31 13F AMGEN COM 031162100 322,046 311,832 3,548 252,729.4136
2019-11-14 2019-09-30 13F AMGEN COM 031162100 10,214 268 2.69 1,977 7.86 0.2656
2019-07-18 2019-06-30 13F AMGEN COM 031162100 9,946 -65 -0.65 1,833 -3.63 0.2581
2019-05-15 2019-03-31 13F AMGEN COM 031162100 10,011 -146 -1.44 1,902 -3.79 0.2850
2019-02-12 2018-12-31 13F AMGEN COM 031162100 10,157 678 7.15 1,977 0.61 0.3117
2018-11-13 2018-09-30 13F AMGEN COM 031162100 9,479 457 5.07 1,965 18.02 0.3037
2018-08-13 2018-06-30 13F AMGEN COM 031162100 9,022 575 6.81 1,665 15.63 0.2838
2018-05-03 2018-03-31 13F AMGEN COM 031162100 8,447 897 11.88 1,440 9.67 0.2619
2018-02-13 2017-12-31 13F AMGEN COM 031162100 7,550 398 5.56 1,313 -1.50 0.2482
2017-11-02 2017-09-30 13F AMGEN COM 031162100 7,152 367 5.41 1,333 14.03 0.2731
2017-08-04 2017-06-30 13F AMGEN COM 031162100 6,785 1,022 17.73 1,169 23.57 0.2595
2017-05-15 2017-03-31 13F AMGEN COM 031162100 5,763 -1,127 -16.36 946 -6.06 0.2350
2017-02-14 2016-12-31 13F AMGEN COM 031162100 6,890 2,276 49.33 1,007 30.78 0.2445
2016-11-14 2016-09-30 13F AMGEN COM 031162100 4,614 -88 -1.87 770 7.69 0.2003
2016-08-11 2016-06-30 13F AMGEN COM 031162100 4,702 96 2.08 715 3.47 0.1937
2016-05-02 2016-03-31 13F AMGEN COM 031162100 4,606 -63 -1.35 691 -8.84 0.1961
2016-02-01 2015-12-31 13F AMGEN COM 031162100 4,669 339 7.83 758 26.54 0.2221
2015-11-16 2015-09-30 13F AMGEN COM 031162100 4,330 928 27.28 599 14.75 0.1947
2015-08-12 2015-06-30 13F AMGEN COM 031162100 3,402 847 33.15 522 27.94 0.1673
2015-05-12 2015-03-31 13F AMGEN COM 031162100 2,555 577 29.17 408 29.52 0.1313
2015-02-06 2014-12-31 13F AMGEN COM 031162100 1,978 1,978 315 0.0982
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.