Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership51,053 shares
Latest Disclosed Value $ 17,962,834
Bragg Financial Advisors, Inc reports 0.35% decrease in ownership of AMGN / Amgen Inc.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 51,053 shares of Amgen Inc. (CH:AMGN) valued at $17,962,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 51,233 shares of Amgen Inc.. This represents a change in shares of -0.35% 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)
2026-05-15 2026-03-31 13F AMGEN COM 031162100 51,053 -180 -0.35 17,963 7.11 0.5682
2026-02-13 2025-12-31 13F AMGEN COM 031162100 51,233 -200 -0.39 16,769 15.54 0.5459
2025-11-13 2025-09-30 13F AMGEN COM 031162100 51,433 -1,045 -1.99 14,514 -0.94 0.4801
2025-08-14 2025-06-30 13F AMGEN COM 031162100 52,478 -27 -0.05 14,652 -10.43 0.5235
2025-05-14 2025-03-31 13F AMGEN COM 031162100 52,505 -205 -0.39 16,358 19.07 0.6728
2025-02-13 2024-12-31 13F AMGEN COM 031162100 52,710 -1,566 -2.89 13,738 -21.44 0.5564
2024-11-14 2024-09-30 13F AMGEN COM 031162100 54,276 -1,145 -2.07 17,488 0.99 0.7196
2024-08-15 2024-06-30 13F AMGEN COM 031162100 55,421 -431 -0.77 17,316 9.05 0.7728
2024-05-14 2024-03-31 13F/A-1 AMGEN COM 031162100 55,852 -681 -1.20 15,880 -2.48 0.7125
2024-05-14 2024-03-31 13F AMGEN COM 031162100 55,852 -681 15,880 0.7125
2024-02-14 2023-12-31 13F AMGEN COM 031162100 56,533 -1,311 -2.27 16,283 4.73 0.7745
2023-11-14 2023-09-30 13F AMGEN COM 031162100 57,844 -575 -0.98 15,546 19.86 0.8209
2023-08-15 2023-06-30 13F AMGEN COM 031162100 58,419 1,471 2.58 12,970 -5.79 0.7122
2023-05-15 2023-03-31 13F AMGEN COM 031162100 56,948 531 0.94 13,767 -7.09 0.8122
2023-02-15 2022-12-31 13F AMGEN COM 031162100 56,417 299 0.53 14,817 17.14 0.9010
2022-11-14 2022-09-30 13F AMGEN COM 031162100 56,118 -122 -0.22 12,649 -7.56 0.8724
2022-08-15 2022-06-30 13F AMGEN COM 031162100 56,240 628 1.13 13,683 1.75 0.9092
2022-05-11 2022-03-31 13F AMGEN COM 031162100 55,612 3,080 5.86 13,448 20.38 0.7837
2022-02-14 2021-12-31 13F AMGEN COM 031162100 52,532 0 0.00 11,171 0.00 0.7160
2021-11-15 2021-09-30 13F AMGEN COM 031162100 52,532 1,802 3.55 11,171 -9.66 0.7160
2021-08-16 2021-06-30 13F AMGEN COM 031162100 50,730 586 1.17 12,365 -0.89 0.7897
2021-05-14 2021-03-31 13F AMGEN COM 031162100 50,144 709 1.43 12,476 9.77 0.8400
2021-02-11 2020-12-31 13F AMGEN COM 031162100 49,435 272 0.55 11,366 -9.04 0.9943
2020-11-13 2020-09-30 13F AMGEN COM 031162100 49,163 32 0.07 12,495 7.83 1.2806
2020-08-14 2020-06-30 13F AMGEN COM 031162100 49,131 1,187 2.48 11,588 19.22 1.2901
2020-05-15 2020-03-31 13F AMGEN COM 031162100 47,944 1,407 3.02 9,720 -13.36 1.3061
2020-02-14 2019-12-31 13F AMGEN COM 031162100 46,537 -425 -0.90 11,219 23.45 1.2560
2019-11-14 2019-09-30 13F AMGEN COM 031162100 46,962 686 1.48 9,088 6.57 1.1049
2019-08-14 2019-06-30 13F AMGEN COM 031162100 46,276 928 2.05 8,528 -1.01 1.0511
2019-05-13 2019-03-31 13F AMGEN COM 031162100 45,348 454 1.01 8,615 -1.43 1.1191
2019-02-14 2018-12-31 13F AMGEN COM 031162100 44,894 1,190 2.72 8,740 -3.52 1.3139
2018-11-14 2018-09-30 13F AMGEN COM 031162100 43,704 362 0.84 9,059 13.24 1.2175
2018-08-14 2018-06-30 13F AMGEN COM 031162100 43,342 236 0.55 8,000 8.86 1.1417
2018-05-14 2018-03-31 13F AMGEN COM 031162100 43,106 830 1.96 7,349 -0.04 1.0751
2018-02-14 2017-12-31 13F AMGEN COM 031162100 42,276 554 1.33 7,352 -5.49 1.0558
2017-11-14 2017-09-30 13F AMGEN COM 031162100 41,722 866 2.12 7,779 10.54 1.1921
2017-08-14 2017-06-30 13F AMGEN COM 031162100 40,856 640 1.59 7,037 6.65 1.1103
2017-05-16 2017-03-31 13F AMGEN COM 031162100 40,216 650 1.64 6,598 14.05 1.0580
2017-02-14 2016-12-31 13F AMGEN COM 031162100 39,566 443 1.13 5,785 -11.35 0.9538
2016-11-14 2016-09-30 13F AMGEN COM 031162100 39,123 242 0.62 6,526 10.31 1.1656
2016-08-15 2016-06-30 13F AMGEN COM 031162100 38,881 1,371 3.66 5,916 5.19 1.0663
2016-05-12 2016-03-31 13F AMGEN COM 031162100 37,510 -155 -0.41 5,624 -8.01 1.0814
2016-02-10 2015-12-31 13F AMGEN COM 031162100 37,665 494 1.33 6,114 18.93 1.3106
2015-11-12 2015-09-30 13F AMGEN COM 031162100 37,171 1,055 2.92 5,141 -7.27 1.2298
2015-08-14 2015-06-30 13F AMGEN COM 031162100 36,116 -334 -0.92 5,544 -4.86 1.2684
2015-05-15 2015-03-31 13F AMGEN COM 031162100 36,450 2,258 6.60 5,827 6.98 1.3424
2015-02-11 2014-12-31 13F AMGEN COM 031162100 34,192 -1,434 -4.03 5,447 8.85 1.3210
2014-11-14 2014-09-30 13F AMGEN COM 031162100 35,626 -864 -2.37 5,004 15.86 1.2638
2014-08-13 2014-06-30 13F AMGEN COM 031162100 36,490 -488 -1.32 4,319 -5.31 1.0350
2014-05-14 2014-03-31 13F AMGEN COM 031162100 36,978 -1,095 -2.88 4,561 5.02 1.1147
2014-02-14 2013-12-31 13F AMGEN COM 031162100 38,073 -214 -0.56 4,343 1.35 1.0534
2013-11-14 2013-09-30 13F Amgen Com 031162100 38,287 379 1.00 4,285 14.57 1.1147
2013-08-14 2013-06-30 13F Amgen Com 031162100 37,908 37,908 3,740 1.0251
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.