Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership2,186 shares
Latest Disclosed Value $ 769,281
BKD Wealth Advisors, LLC reports 0.23% increase in ownership of AMGN / Amgen Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,186 shares of Amgen Inc. (CH:AMGN) valued at $769,281 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,181 shares of Amgen Inc.. This represents a change in shares of 0.23% 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)
2026-05-01 2026-03-31 13F AMGEN COM 031162100 2,186 5 0.23 769 7.85 0.0146
2026-02-10 2025-12-31 13F AMGEN COM 031162100 2,181 -164 -6.99 714 7.87 0.0135
2025-10-30 2025-09-30 13F AMGEN COM 031162100 2,345 275 13.29 662 14.56 0.0131
2025-07-29 2025-06-30 13F AMGEN COM 031162100 2,070 9 0.44 578 -9.98 0.0125
2025-05-13 2025-03-31 13F AMGEN COM 031162100 2,061 -276 -11.81 642 5.25 0.0154
2025-02-04 2024-12-31 13F AMGEN COM 031162100 2,337 -49 -2.05 609 -20.70 0.0140
2024-11-14 2024-09-30 13F AMGEN COM 031162100 2,386 681 39.94 769 44.36 0.0177
2024-08-09 2024-06-30 13F AMGEN COM 031162100 1,705 -624 -26.79 533 -19.64 0.0133
2024-04-19 2024-03-31 13F AMGEN COM 031162100 2,329 -249 -9.66 662 -10.78 0.0168
2024-01-11 2023-12-31 13F AMGEN COM 031162100 2,578 35 1.38 743 8.64 0.0207
2023-10-26 2023-09-30 13F AMGEN COM 031162100 2,543 631 33.00 684 61.08 0.0206
2023-08-08 2023-06-30 13F AMGEN COM 031162100 1,912 528 38.15 425 26.95 0.0124
2023-04-27 2023-03-31 13F AMGEN COM 031162100 1,384 53 3.98 335 -4.30 0.0110
2023-02-03 2022-12-31 13F AMGEN COM 031162100 1,331 84 6.74 350 24.20 0.0122
2022-10-14 2022-09-30 13F AMGEN COM 031162100 1,247 -142 -10.22 281 -16.86 0.0113
2022-07-22 2022-06-30 13F AMGEN COM 031162100 1,389 165 13.48 338 14.19 0.0137
2022-05-10 2022-03-31 13F AMGEN COM 031162100 1,224 276 29.11 296 38.97 0.0125
2022-01-14 2021-12-31 13F AMGEN COM 031162100 948 948 213 0.0090
2021-07-14 2021-06-30 13F AMGEN COM 031162100 0 -1,368 -100.00 0 -100.00
2021-04-23 2021-03-31 13F AMGEN COM 031162100 1,368 -3,692 -72.96 340 -70.77 0.0169
2021-01-22 2020-12-31 13F AMGEN COM 031162100 5,060 443 9.59 1,163 -0.85 0.0583
2020-11-05 2020-09-30 13F AMGEN COM 031162100 4,617 157 3.52 1,173 11.50 0.0683
2020-07-15 2020-06-30 13F AMGEN COM 031162100 4,460 100 2.29 1,052 19.00 0.0681
2020-04-10 2020-03-31 13F AMGEN COM 031162100 4,360 59 1.37 884 -14.75 0.0725
2020-01-13 2019-12-31 13F AMGEN COM 031162100 4,301 444 11.51 1,037 39.01 0.0747
2019-10-28 2019-09-30 13F AMGEN COM 031162100 3,857 184 5.01 746 10.19 0.0597
2019-07-10 2019-06-30 13F AMGEN COM 031162100 3,673 98 2.74 677 -0.29 0.0549
2019-04-10 2019-03-31 13F AMGEN COM 031162100 3,575 -457 -11.33 679 -13.50 0.0563
2019-01-28 2018-12-31 13F/A-1 AMGEN COM 031162100 4,032 150 3.86 785 -2.48 0.0802
2019-01-15 2018-12-31 13F AMGEN COM 031162100 4,032 150 785 0.0726
2018-10-09 2018-09-30 13F AMGEN COM 031162100 3,882 -30 -0.77 805 11.50 0.0705
2018-07-13 2018-06-30 13F AMGEN COM 031162100 3,912 58 1.50 722 9.89 0.0701
2018-05-25 2018-03-31 13F/A-1 AMGEN COM 031162100 3,854 -44 -1.13 657 -3.10 0.0658
2018-04-20 2018-03-31 13F AMGEN COM 031162100 3,831 -67 671
2018-01-18 2017-12-31 13F AMGEN COM 031162100 3,898 205 5.55 678 -1.60 0.0678
2017-10-13 2017-09-30 13F AMGEN COM 031162100 3,693 113 3.16 689 11.67 0.0758
2017-07-10 2017-06-30 13F AMGEN COM 031162100 3,580 91 2.61 617 7.87 0.0699
2017-04-13 2017-03-31 13F AMGEN COM 031162100 3,489 326 10.31 572 23.81 0.0698
2017-01-06 2016-12-31 13F AMGEN COM 031162100 3,163 50 1.61 462 -10.98 0.0604
2016-10-18 2016-09-30 13F AMGEN COM 031162100 3,113 378 13.82 519 24.76 0.0723
2016-07-12 2016-06-30 13F AMGEN COM 031162100 2,735 53 1.98 416 3.48 0.0618
2016-04-12 2016-03-31 13F AMGEN COM 031162100 2,682 -195 -6.78 402 -13.92 0.0641
2016-01-26 2015-12-31 13F AMGEN COM 031162100 2,877 205 7.67 467 26.22 0.0702
2015-11-10 2015-09-30 13F/A-1 AMGEN COM 031162100 2,672 1,228 85.04 370 66.67 0.0651
2015-10-13 2015-09-30 13F AMGEN COM 031162100 2,672 1,228 370 0.0625
2015-07-08 2015-06-30 13F AMGEN COM 031162100 1,444 -113 -7.26 222 -10.84 0.0333
2015-04-16 2015-03-31 13F AMGEN COM 031162100 1,557 187 13.65 249 14.22 0.0361
2015-02-26 2014-12-31 13F/A-1 AMGEN COM 031162100 1,370 -4,804 -77.81 218 -74.62 0.0357
2015-01-15 2014-12-31 13F AMGEN COM 031162100 6,203 29 969 0.1497
2014-10-10 2014-09-30 13F AMGEN COM 031162100 6,174 -239 -3.73 859 13.18 0.1400
2014-07-11 2014-06-30 13F AMGEN COM 031162100 6,413 65 1.02 759 4.69 0.1208
2014-01-14 2013-12-31 13F/A-1 AMGEN COM 031162100 6,348 -10 -0.16 725 1.83 0.1342
2014-01-13 2013-12-31 13F AMGEN COM 031162100 12,696 1,449
2014-01-16 2013-09-30 13F/A-1 AMGEN COM 031162100 6,358 6,358 712 0.1460
2013-11-14 2013-09-30 13F AMGEN COM 031162100 12,716 1,423
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.