Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionCatalyst Financial Partners Llc
Latest Disclosed Ownership3,222 shares
Latest Disclosed Value $ 1,133,661
Catalyst Financial Partners Llc reports 10.30% increase in ownership of AMGN / Amgen Inc.

On May 11, 2026 - Catalyst Financial Partners Llc filed a 13F-HR form disclosing ownership of 3,222 shares of Amgen Inc. (CH:AMGN) valued at $1,133,661 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,921 shares of Amgen Inc.. This represents a change in shares of 10.30% 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)
2026-05-11 2026-03-31 13F AMGEN COM 031162100 3,222 301 10.30 1,134 18.51 0.1339
2026-02-04 2025-12-31 13F AMGEN COM 031162100 2,921 27 0.93 956 17.16 0.1066
2025-11-12 2025-09-30 13F AMGEN COM 031162100 2,894 64 2.26 817 3.29 0.0985
2025-08-14 2025-06-30 13F AMGEN COM 031162100 2,830 237 9.14 790 -2.11 0.0863
2025-05-02 2025-03-31 13F AMGEN COM 031162100 2,593 285 12.35 808 34.28 0.1487
2025-01-30 2024-12-31 13F AMGEN COM 031162100 2,308 -136 -5.56 602 -23.63 0.1131
2024-10-28 2024-09-30 13F AMGEN COM 031162100 2,444 91 3.87 787 7.07 0.1540
2024-07-25 2024-06-30 13F AMGEN COM 031162100 2,353 193 8.94 735 28.95 0.1615
2024-04-23 2024-03-31 13F AMGEN COM 031162100 2,160 7 0.33 570 -8.06 0.1468
2024-02-07 2023-12-31 13F AMGEN COM 031162100 2,153 79 3.81 620 11.31 0.1751
2023-10-26 2023-09-30 13F AMGEN COM 031162100 2,074 892 75.47 557 112.60 0.1798
2023-08-02 2023-06-30 13F AMGEN COM 031162100 1,182 1 0.08 262 -8.07 0.0935
2023-04-11 2023-03-31 13F AMGEN COM 031162100 1,181 277 30.64 286 20.25 0.1222
2023-01-19 2022-12-31 13F AMGEN COM 031162100 904 904 237 0.1221
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.