Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionCapstone Financial Advisors, Inc.
Latest Disclosed Ownership1,503 shares
Latest Disclosed Value $ 528,839
Capstone Financial Advisors, Inc. reports 0.20% increase in ownership of AMGN / Amgen Inc.

On May 15, 2026 - Capstone Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,503 shares of Amgen Inc. (CH:AMGN) valued at $528,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,500 shares of Amgen Inc.. This represents a change in shares of 0.20% 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)
2026-05-15 2026-03-31 13F AMGEN COM 031162100 1,503 3 0.20 529 7.76 0.0285
2026-02-17 2025-12-31 13F AMGEN COM 031162100 1,500 4 0.27 491 16.11 0.0261
2025-11-14 2025-09-30 13F AMGEN COM 031162100 1,496 10 0.67 422 1.69 0.0229
2025-08-08 2025-06-30 13F AMGEN COM 031162100 1,486 -182 -10.91 415 -20.04 0.0241
2025-05-09 2025-03-31 13F AMGEN COM 031162100 1,668 3 0.18 520 19.86 0.0326
2025-02-14 2024-12-31 13F AMGEN COM 031162100 1,665 -656 -28.26 434 -42.03 0.0268
2024-11-14 2024-09-30 13F AMGEN COM 031162100 2,321 393 20.38 748 24.09 0.0460
2024-08-13 2024-06-30 13F AMGEN COM 031162100 1,928 3 0.16 602 10.05 0.0398
2024-05-14 2024-03-31 13F AMGEN COM 031162100 1,925 47 2.50 547 1.30 0.0368
2024-02-13 2023-12-31 13F AMGEN COM 031162100 1,878 3 0.16 541 7.36 0.0387
2023-11-13 2023-09-30 13F AMGEN COM 031162100 1,875 -161 -7.91 504 11.53 0.0398
2023-08-15 2023-06-30 13F AMGEN COM 031162100 2,036 -71 -3.37 452 -11.39 0.0340
2023-05-12 2023-03-31 13F AMGEN COM 031162100 2,107 -147 -6.52 509 -13.87 0.0403
2023-02-15 2022-12-31 13F AMGEN COM 031162100 2,254 -306 -11.95 592 2.43 0.0501
2022-11-15 2022-09-30 13F AMGEN COM 031162100 2,560 -39 -1.50 577 -8.70 0.0532
2022-09-02 2022-06-30 13F AMGEN COM 031162100 2,599 5 0.19 632 0.80 0.0538
2022-05-13 2022-03-31 13F AMGEN COM 031162100 2,594 10 0.39 627 7.92 0.0455
2022-02-11 2021-12-31 13F AMGEN COM 031162100 2,584 295 12.89 581 19.30 0.0420
2021-11-15 2021-09-30 13F AMGEN COM 031162100 2,289 321 16.31 487 1.46 0.0382
2021-08-16 2021-06-30 13F AMGEN COM 031162100 1,968 46 2.39 480 0.42 0.0379
2021-05-13 2021-03-31 13F AMGEN COM 031162100 1,922 18 0.95 478 9.13 0.0424
2021-02-16 2020-12-31 13F AMGEN COM 031162100 1,904 253 15.32 438 4.29 0.0416
2020-11-13 2020-09-30 13F AMGEN COM 031162100 1,651 1 0.06 420 7.97 0.0444
2020-08-14 2020-06-30 13F AMGEN COM 031162100 1,650 2 0.12 389 16.47 0.0445
2020-05-14 2020-03-31 13F AMGEN COM 031162100 1,648 170 11.50 334 -6.18 0.0436
2020-02-14 2019-12-31 13F AMGEN COM 031162100 1,478 2 0.14 356 24.48 0.0501
2019-11-12 2019-09-30 13F AMGEN COM 031162100 1,476 -84 -5.38 286 -0.35 0.0437
2019-08-12 2019-06-30 13F AMGEN COM 031162100 1,560 -84 -5.11 287 -8.01 0.0464
2019-05-14 2019-03-31 13F AMGEN COM 031162100 1,644 173 11.76 312 9.09 0.0533
2019-02-14 2018-12-31 13F AMGEN COM 031162100 1,471 152 11.52 286 4.76 0.0574
2018-11-19 2018-09-30 13F AMGEN COM 031162100 1,319 1 0.08 273 12.35 0.0678
2018-08-14 2018-06-30 13F AMGEN COM 031162100 1,318 -352 -21.08 243 -14.74 0.0729
2018-05-15 2018-03-31 13F AMGEN COM 031162100 1,670 -85 -4.84 285 -6.56 0.0940
2018-02-14 2017-12-31 13F AMGEN COM 031162100 1,755 -111 -5.95 305 -12.36 0.1138
2017-11-14 2017-09-30 13F AMGEN COM 031162100 1,866 349 23.01 348 33.33 0.1547
2017-08-14 2017-06-30 13F AMGEN COM 031162100 1,517 -93 -5.78 261 -1.14 0.1262
2017-05-12 2017-03-31 13F AMGEN COM 031162100 1,610 -101 -5.90 264 5.60 0.1339
2017-02-14 2016-12-31 13F AMGEN COM 031162100 1,711 -98 -5.42 250 -17.22 0.1141
2016-11-14 2016-09-30 13F AMGEN COM 031162100 1,809 -22 -1.20 302 8.24 0.1603
2016-08-12 2016-06-30 13F AMGEN COM 031162100 1,831 -94 -4.88 279 -3.46 0.1507
2016-05-09 2016-03-31 13F AMGEN COM 031162100 1,925 204 11.85 289 3.58 0.1144
2016-02-10 2015-12-31 13F AMGEN COM 031162100 1,721 45 2.68 279 20.26 0.0991
2015-11-13 2015-09-30 13F AMGEN COM 031162100 1,676 -31 -1.82 232 -11.45 0.1028
2015-08-13 2015-06-30 13F AMGEN COM 031162100 1,707 -501 -22.69 262 -25.78 0.1022
2015-05-13 2015-03-31 13F AMGEN COM 031162100 2,208 4 0.18 353 0.57 0.1356
2015-02-13 2014-12-31 13F AMGEN COM 031162100 2,204 712 47.72 351 67.14 0.1091
2014-11-13 2014-09-30 13F AMGEN COM 031162100 1,492 1,492 210 0.1278
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.