Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership6,863 shares
Latest Disclosed Value $ 2,414,944
Gladstone Institutional Advisory LLC reports 4.83% decrease in ownership of AMGN / Amgen Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 6,863 shares of Amgen Inc. (CH:AMGN) valued at $2,414,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 7,211 shares of Amgen Inc.. This represents a change in shares of -4.83% 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 6,863 -348 -4.83 2,415 2.29 0.0895
2026-02-17 2025-12-31 13F AMGEN COM 031162100 7,211 770 11.95 2,360 29.88 0.0891
2025-10-22 2025-09-30 13F AMGEN COM 031162100 6,441 -279 -4.15 1,818 -3.14 0.0700
2025-08-12 2025-06-30 13F AMGEN COM 031162100 6,720 456 7.28 1,876 -3.84 0.0775
2025-05-15 2025-03-31 13F AMGEN COM 031162100 6,264 1,444 29.96 1,951 55.33 0.0910
2025-01-29 2024-12-31 13F AMGEN COM 031162100 4,820 -1,122 -18.88 1,256 -34.38 0.0583
2024-10-28 2024-09-30 13F AMGEN COM 031162100 5,942 994 20.09 1,915 23.80 0.0935
2024-08-02 2024-06-30 13F AMGEN COM 031162100 4,948 32 0.65 1,546 10.67 0.0805
2024-05-14 2024-03-31 13F AMGEN COM 031162100 4,916 -3,384 -40.77 1,398 -41.55 0.0767
2024-02-09 2023-12-31 13F AMGEN COM 031162100 8,300 449 5.72 2,390 13.32 0.1341
2023-11-13 2023-09-30 13F AMGEN COM 031162100 7,851 -302 -3.70 2,110 16.52 0.1366
2023-08-10 2023-06-30 13F AMGEN COM 031162100 8,153 -2,334 -22.26 1,810 -28.60 0.1103
2023-05-12 2023-03-31 13F AMGEN COM 031162100 10,487 -339 -3.13 2,535 -10.83 0.1642
2023-02-01 2022-12-31 13F AMGEN COM 031162100 10,826 5,767 113.99 2,843 149.39 0.2007
2023-01-30 2022-09-30 13F/A-1 AMGEN COM 031162100 5,059 -272 -5.10 1,140 -12.10 0.0891
2022-10-20 2022-09-30 13F AMGEN COM 031162100 5,059 -272 1,140 0.0891
2023-01-30 2022-06-30 13F/A-1 AMGEN COM 031162100 5,331 -2,074 -28.01 1,297 -27.58 0.1026
2022-08-15 2022-06-30 13F AMGEN COM 031162100 5,331 -2,074 1,297 0.1026
2023-01-30 2022-03-31 13F/A-1 AMGEN COM 031162100 7,405 -1,434 -16.22 1,791 -9.91 0.1211
2022-05-04 2022-03-31 13F AMGEN COM 031162100 7,405 -1,434 1,791 0.1211
2023-01-30 2021-12-31 13F/A-1 AMGEN COM 031162100 8,839 1,047 13.44 1,988 19.98 0.1540
2022-02-11 2021-12-31 13F AMGEN COM 031162100 8,839 1,047 1,988 0.1540
2023-01-30 2021-09-30 13F/A-1 AMGEN COM 031162100 7,792 1,608 26.00 1,657 9.95 0.1618
2021-11-15 2021-09-30 13F AMGEN COM 031162100 7,792 1,608 1,657 0.1618
2023-01-30 2021-06-30 13F/A-1 AMGEN COM 031162100 6,184 2,503 68.00 1,507 64.52 0.1790
2021-08-13 2021-06-30 13F AMGEN COM 031162100 6,184 2,503 1,507 0.1790
2023-01-30 2021-03-31 13F/A-1 AMGEN COM 031162100 3,681 2,372 181.21 916 204.32 0.1424
2021-05-17 2021-03-31 13F AMGEN COM 031162100 3,681 2,372 916 0.1424
2023-01-30 2020-12-31 13F/A-1 AMGEN COM 031162100 1,309 -105 -7.43 301 -16.16 0.0600
2021-02-16 2020-12-31 13F AMGEN COM 031162100 1,309 -105 301 0.0600
2023-01-30 2020-09-30 13F/A-1 AMGEN COM 031162100 1,414 183 14.87 359 23.79 0.0858
2020-11-16 2020-09-30 13F AMGEN COM 031162100 1,414 183 359 0.0858
2020-08-17 2020-06-30 13F AMGEN COM 031162100 1,231 -316 -20.43 290 -7.64 0.0738
2020-05-14 2020-03-31 13F AMGEN COM 031162100 1,547 -192 -11.04 314 -25.06 0.0810
2020-02-12 2019-12-31 13F AMGEN COM 031162100 1,739 -110 -5.95 419 17.04 0.1027
2019-11-13 2019-09-30 13F AMGEN COM 031162100 1,849 -259 -12.29 358 -7.97 0.0911
2019-08-14 2019-06-30 13F AMGEN COM 031162100 2,108 637 43.30 389 39.43 0.1185
2019-05-10 2019-03-31 13F AMGEN COM 031162100 1,471 -158 -9.70 279 -11.99 0.1024
2019-02-13 2018-12-31 13F AMGEN COM 031162100 1,629 1,629 317 0.1846
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.