Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership2,810 shares
Latest Disclosed Value $ 988,751
Evermay Wealth Management Llc reports 10.02% increase in ownership of AMGN / Amgen Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 2,810 shares of Amgen Inc. (CH:AMGN) valued at $988,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,554 shares of Amgen Inc.. This represents a change in shares of 10.02% 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)
2026-05-11 2026-03-31 13F AMGEN COM 031162100 2,810 256 10.02 989 18.32 0.1096
2026-01-22 2025-12-31 13F AMGEN COM 031162100 2,554 -422 -14.18 836 -0.48 0.0938
2025-11-05 2025-09-30 13F AMGEN COM 031162100 2,976 -42 -1.39 840 -0.36 0.0960
2025-07-30 2025-06-30 13F AMGEN COM 031162100 3,018 419 16.12 843 4.08 0.1037
2025-05-07 2025-03-31 13F AMGEN COM 031162100 2,599 -51 -1.92 810 17.25 0.1063
2025-01-24 2024-12-31 13F AMGEN COM 031162100 2,650 38 1.45 691 -17.95 0.1046
2024-10-25 2024-09-30 13F AMGEN COM 031162100 2,612 -4 -0.15 842 2.94 0.1353
2024-08-01 2024-06-30 13F AMGEN COM 031162100 2,616 -31 -1.17 817 8.64 0.1311
2024-05-14 2024-03-31 13F AMGEN COM 031162100 2,647 106 4.17 753 2.87 0.1137
2024-02-12 2023-12-31 13F AMGEN COM 031162100 2,541 124 5.13 732 12.63 0.1351
2023-11-14 2023-09-30 13F AMGEN COM 031162100 2,417 125 5.45 650 27.76 0.1327
2023-08-10 2023-06-30 13F AMGEN COM 031162100 2,292 -61 -2.59 509 -10.56 0.0979
2023-05-15 2023-03-31 13F AMGEN COM 031162100 2,353 126 5.66 569 -2.74 0.1148
2023-01-19 2022-12-31 13F AMGEN COM 031162100 2,227 225 11.24 585 29.49 0.1191
2022-11-14 2022-09-30 13F AMGEN COM 031162100 2,002 227 12.79 451 4.40 0.0897
2022-08-15 2022-06-30 13F AMGEN COM 031162100 1,775 -47 -2.58 432 -2.04 0.0839
2022-05-16 2022-03-31 13F AMGEN COM 031162100 1,822 0 0.00 441 7.56 0.0740
2022-02-14 2021-12-31 13F AMGEN COM 031162100 1,822 -415 -18.55 410 -13.87 0.0733
2021-11-12 2021-09-30 13F/A-1 AMGEN COM 031162100 2,237 246 12.36 476 -1.86 0.0922
2021-11-12 2021-09-30 13F AMGEN COM 031162100 1,991 0 485 0.0898
2021-08-13 2021-06-30 13F AMGEN COM 031162100 1,991 -44 -2.16 485 -4.15 0.0898
2021-05-10 2021-03-31 13F AMGEN COM 031162100 2,035 -120 -5.57 506 2.22 0.1012
2021-02-16 2020-12-31 13F AMGEN COM 031162100 2,155 -30 -1.37 495 -10.81 0.1091
2020-11-05 2020-09-30 13F AMGEN COM 031162100 2,185 -100 -4.38 555 2.97 0.1363
2020-07-20 2020-06-30 13F AMGEN COM 031162100 2,285 250 12.29 539 30.51 0.1418
2020-04-24 2020-03-31 13F AMGEN COM 031162100 2,035 0 0.00 413 -15.89 0.1253
2020-02-11 2019-12-31 13F AMGEN COM 031162100 2,035 0 0.00 491 24.62 0.1207
2019-10-29 2019-09-30 13F AMGEN COM 031162100 2,035 -65 -3.10 394 1.81 0.1074
2019-07-23 2019-06-30 13F AMGEN COM 031162100 2,100 149 7.64 387 4.31 0.1075
2019-05-03 2019-03-31 13F AMGEN COM 031162100 1,951 -50 -2.50 371 -4.87 0.1049
2019-01-24 2018-12-31 13F AMGEN COM 031162100 2,001 -50 -2.44 390 -8.24 0.1263
2018-10-29 2018-09-30 13F AMGEN COM 031162100 2,051 0 0.00 425 12.14 0.1327
2018-08-03 2018-06-30 13F AMGEN COM 031162100 2,051 -70 -3.30 379 4.70 0.1262
2018-05-04 2018-03-31 13F AMGEN COM 031162100 2,121 735 53.03 362 50.21 0.1248
2018-02-07 2017-12-31 13F AMGEN COM 031162100 1,386 1,386 241 0.0883
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.