Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership1,818 shares
Latest Disclosed Value $ 639,664
Clearwater Capital Advisors, LLC ownership in AMGN / Amgen Inc.

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 1,818 shares of Amgen Inc. (CH:AMGN) valued at $639,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,818 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)
2026-05-13 2026-03-31 13F AMGEN COM 031162100 1,818 0 0.00 640 7.39 0.0516
2026-02-09 2025-12-31 13F AMGEN COM 031162100 1,818 0 0.00 595 15.98 0.0496
2025-11-14 2025-09-30 13F AMGEN COM 031162100 1,818 0 0.00 513 1.18 0.0437
2025-08-12 2025-06-30 13F AMGEN COM 031162100 1,818 0 0.00 508 -10.42 0.0464
2025-05-08 2025-03-31 13F AMGEN COM 031162100 1,818 -11 -0.60 566 18.91 0.0547
2025-02-10 2024-12-31 13F AMGEN COM 031162100 1,829 0 0.00 477 -19.19 0.0466
2024-11-12 2024-09-30 13F AMGEN COM 031162100 1,829 -11 -0.60 589 2.61 0.0574
2024-08-06 2024-06-30 13F AMGEN COM 031162100 1,840 -19 -1.02 575 8.71 0.0609
2024-05-09 2024-03-31 13F AMGEN COM 031162100 1,859 -13 -0.69 529 -2.04 0.0564
2024-02-07 2023-12-31 13F AMGEN COM 031162100 1,872 69 3.83 539 11.36 0.0604
2023-10-24 2023-09-30 13F AMGEN COM 031162100 1,803 0 0.00 485 21.00 0.0594
2023-08-08 2023-06-30 13F AMGEN COM 031162100 1,803 0 0.00 400 -8.05 0.0477
2023-05-10 2023-03-31 13F AMGEN COM 031162100 1,803 -30 -1.64 436 -9.56 0.0532
2023-01-27 2022-12-31 13F AMGEN COM 031162100 1,833 -14 -0.76 481 15.63 0.0627
2022-11-01 2022-09-30 13F AMGEN COM 031162100 1,847 -36 -1.91 416 -9.17 0.0574
2022-07-21 2022-06-30 13F AMGEN COM 031162100 1,883 50 2.73 458 3.39 0.0626
2022-05-03 2022-03-31 13F AMGEN COM 031162100 1,833 0 0.00 443 7.52 0.0508
2022-01-26 2021-12-31 13F AMGEN COM 031162100 1,833 0 0.00 412 5.64 0.0454
2021-11-03 2021-09-30 13F AMGEN COM 031162100 1,833 0 0.00 390 -12.75 0.0452
2021-08-04 2021-06-30 13F AMGEN COM 031162100 1,833 -1 -0.05 447 -1.97 0.0520
2021-04-21 2021-03-31 13F AMGEN COM 031162100 1,834 0 0.00 456 8.06 0.0570
2021-01-21 2020-12-31 13F AMGEN COM 031162100 1,834 1 0.05 422 -9.44 0.0560
2020-10-16 2020-09-30 13F AMGEN COM 031162100 1,833 0 0.00 466 7.87 0.0733
2020-07-30 2020-06-30 13F AMGEN COM 031162100 1,833 -25 -1.35 432 14.59 0.0722
2020-04-15 2020-03-31 13F AMGEN COM 031162100 1,858 -51 -2.67 377 -18.04 0.0813
2020-01-27 2019-12-31 13F AMGEN COM 031162100 1,909 -19 -0.99 460 23.32 0.0767
2019-11-04 2019-09-30 13F AMGEN COM 031162100 1,928 0 0.00 373 5.07 0.0659
2019-07-26 2019-06-30 13F AMGEN COM 031162100 1,928 0 0.00 355 -3.01 0.0645
2019-05-13 2019-03-31 13F AMGEN COM 031162100 1,928 0 0.00 366 -2.40 0.0686
2019-01-22 2018-12-31 13F AMGEN COM 031162100 1,928 -70 -3.50 375 -9.42 0.0822
2018-10-17 2018-09-30 13F AMGEN COM 031162100 1,998 -289 -12.64 414 -1.90 0.0808
2018-08-15 2018-06-30 13F AMGEN COM 031162100 2,287 0 0.00 422 8.21 0.0865
2018-05-11 2018-03-31 13F AMGEN COM 031162100 2,287 0 0.00 390 -2.01 0.0805
2018-02-05 2017-12-31 13F AMGEN Common Stock 031162100 2,287 0 0.00 398 -6.13 0.0874
2017-10-19 2017-09-30 13F AMGEN Common Stock 031162100 2,287 0 0.00 424 7.61 0.0987
2017-08-11 2017-06-30 13F AMGEN Common Stock 031162100 2,287 -150 -6.16 394 -0.25 0.1005
2017-05-15 2017-03-31 13F AMGEN Common Stock 031162100 2,437 504 26.07 395 35.74 0.1082
2017-02-13 2016-12-31 13F AMGEN Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 031162100 1,933 1,933 291 0.1009
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.