Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionEvoke Wealth, Llc
Latest Disclosed Ownership9,688 shares
Latest Disclosed Value $ 3,409,038
Evoke Wealth, Llc reports 5.61% decrease in ownership of AMGN / Amgen Inc.

On May 14, 2026 - Evoke Wealth, Llc filed a 13F-HR form disclosing ownership of 9,688 shares of Amgen Inc. (CH:AMGN) valued at $3,409,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 10,264 shares of Amgen Inc.. This represents a change in shares of -5.61% 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)
2026-05-14 2026-03-31 13F AMGEN COM 031162100 9,688 -576 -5.61 3,409 1.49 0.0612
2026-02-06 2025-12-31 13F AMGEN COM 031162100 10,264 964 10.37 3,359 28.01 0.0627
2025-11-14 2025-09-30 13F AMGEN COM 031162100 9,300 289 3.21 2,625 4.33 0.0531
2025-08-07 2025-06-30 13F AMGEN COM 031162100 9,011 744 9.00 2,516 -2.33 0.0576
2025-05-13 2025-03-31 13F AMGEN COM 031162100 8,267 354 4.47 2,576 24.88 0.0672
2025-02-10 2024-12-31 13F AMGEN COM 031162100 7,913 -233 -2.86 2,062 -21.42 0.0574
2024-11-13 2024-09-30 13F AMGEN COM 031162100 8,146 8,146 2,625 0.0712
2024-08-13 2024-06-30 13F AMGEN COM 031162100 0 -7,997 -100.00 0 -100.00
2024-05-15 2024-03-31 13F AMGEN COM 031162100 7,997 -188 -2.30 2,274 -3.56 0.0673
2024-02-12 2023-12-31 13F AMGEN COM 031162100 8,185 281 3.56 2,358 10.97 0.0505
2023-11-13 2023-09-30 13F AMGEN COM 031162100 7,904 162 2.09 2,124 23.63 0.0747
2023-08-09 2023-06-30 13F AMGEN COM 031162100 7,742 -194 -2.44 1,719 -10.43 0.0597
2023-05-08 2023-03-31 13F AMGEN COM 031162100 7,936 -357 -4.30 1,918 -91.19 0.0698
2023-02-10 2022-12-31 13F AMGEN COM 031162100 8,293 240 2.98 21,780 120,900.00 0.0788
2022-11-07 2022-09-30 13F AMGEN COM 031162100 8,053 286 3.68 18 0.00 0.0733
2022-08-04 2022-06-30 13F Amgen COM 031162100 7,767 207 2.74 19 0.00 0.0699
2022-05-10 2022-03-31 13F Amgen COM 031162100 7,560 -1,477 -16.34 18 -10.00 0.0599
2022-02-09 2021-12-31 13F Amgen COM 031162100 9,037 -201 -2.18 20 5.26 0.0642
2021-11-12 2021-09-30 13F Amgen COM 031162100 9,238 269 3.00 20 -9.52 0.0738
2021-08-05 2021-06-30 13F AMGEN COM 031162100 8,969 25 0.28 22 -4.55 0.0829
2021-05-13 2021-03-31 13F AMGEN STOCK 031162100 8,944 6,982 355.86 22 450.00 0.1006
2021-02-12 2020-12-31 13F AMGEN STOCK 031162100 1,962 -54 -2.68 5 -99.22 0.0304
2020-11-13 2020-09-30 13F AMGEN STOCK 031162100 2,016 80 4.13 513 12.25 0.0416
2020-08-10 2020-06-30 13F AMGEN STOCK 031162100 1,936 -131 -6.34 457 -89.09 0.0443
2020-05-07 2020-03-31 13F AMGEN STOCK 031162100 2,067 -753 -26.70 4,190 -38.37 0.0596
2020-02-07 2019-12-31 13F AMGEN STOCK 031162100 2,820 200 7.63 6,797 34.06 0.0864
2019-12-17 2019-09-30 13F/A-1 AMGEN STOCK 031162100 2,620 2,620 5,070 0.0624
2019-11-12 2019-09-30 13F AMGEN STOCK 031162100 2,620 5,070 0.0566
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.