Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership4,813 shares
Latest Disclosed Value $ 1,693,454
HCR Wealth Advisors reports 0.38% increase in ownership of AMGN / Amgen Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 4,813 shares of Amgen Inc. (CH:AMGN) valued at $1,693,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,795 shares of Amgen Inc.. This represents a change in shares of 0.38% 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)
2026-04-21 2026-03-31 13F Amgen Common Stock 031162100 4,813 18 0.38 1,693 7.90 0.1756
2026-01-27 2025-12-31 13F Amgen Common Stock 031162100 4,795 -7 -0.15 1,569 9.87 0.1554
2025-10-03 2025-09-30 13F Amgen Common Stock 031162100 4,802 0 0.00 1,428 6.57 0.1479
2025-07-17 2025-06-30 13F Amgen Common Stock 031162100 4,802 54 1.14 1,341 -9.40 0.1578
2025-04-21 2025-03-31 13F Amgen Common Stock 031162100 4,748 6 0.13 1,479 19.76 0.1926
2025-01-14 2024-12-31 13F Amgen Common Stock 031162100 4,742 0 0.00 1,236 -19.12 0.1548
2024-10-10 2024-09-30 13F Amgen Common Stock 031162100 4,742 -19 -0.40 1,528 2.69 0.1999
2024-08-07 2024-06-30 13F Amgen Common Stock 031162100 4,761 152 3.30 1,488 13.51 0.2126
2024-05-10 2024-03-31 13F Amgen Common Stock 031162100 4,609 -50 -1.07 1,310 -2.31 0.1987
2024-02-09 2023-12-31 13F Amgen Common Stock 031162100 4,659 219 4.93 1,342 12.41 0.2120
2023-10-20 2023-09-30 13F AMGEN COM 031162100 4,440 -7 -0.16 1,193 20.87 0.2616
2023-08-10 2023-06-30 13F AMGEN COM 031162100 4,447 0 0.00 987 -8.19 0.1829
2023-05-12 2023-03-31 13F AMGEN COM 031162100 4,447 0 0.00 1,075 -7.88 0.2128
2023-02-13 2022-12-31 13F AMGEN COM 031162100 4,447 -100 -2.20 1,168 13.85 0.2451
2022-11-07 2022-09-30 13F AMGEN COM 031162100 4,547 0 0.00 1,025 -7.32 0.2178
2022-08-12 2022-06-30 13F AMGEN COM 031162100 4,547 0 0.00 1,106 0.55 0.2220
2022-05-05 2022-03-31 13F AMGEN COM 031162100 4,547 -210 -4.41 1,100 2.80 0.1798
2022-02-04 2021-12-31 13F AMGEN COM 031162100 4,757 11 0.23 1,070 6.05 0.1658
2021-11-02 2021-09-30 13F AMGEN COM 031162100 4,746 410 9.46 1,009 -4.54 0.1684
2021-07-21 2021-06-30 13F AMGEN COM 031162100 4,336 -160 -3.56 1,057 -5.54 0.1835
2021-05-13 2021-03-31 13F AMGEN COM 031162100 4,496 -700 -13.47 1,119 -6.36 0.2213
2021-02-04 2020-12-31 13F AMGEN COM 031162100 5,196 -19 -0.36 1,195 -9.81 0.2501
2020-11-05 2020-09-30 13F AMGEN COM 031162100 5,215 -520 -9.07 1,325 -8.75 0.3029
2020-07-30 2020-06-30 13F AMGEN COM 031162100 5,735 78 1.38 1,452 26.59 0.3407
2020-05-08 2020-03-31 13F AMGEN COM 031162100 5,657 -399 -6.59 1,147 -21.44 0.3281
2020-02-07 2019-12-31 13F AMGEN COM 031162100 6,056 1,111 22.47 1,460 52.56 0.3542
2019-11-07 2019-09-30 13F AMGEN COM 031162100 4,945 -1,055 -17.58 957 -13.39 0.3177
2019-07-25 2019-06-30 13F AMGEN COM 031162100 6,000 -694 -10.37 1,105 5.94 0.3142
2019-05-10 2019-03-31 13F AMGEN COM 031162100 6,694 1,275 23.53 1,043 -1.14 0.2997
2019-01-31 2018-12-31 13F AMGEN COM 031162100 5,419 -550 -9.21 1,055 -11.05 0.3408
2018-11-08 2018-09-30 13F AMGEN COM 031162100 5,969 -78 -1.29 1,186 5.70 0.3863
2018-08-14 2018-06-30 13F AMGEN COM 031162100 6,047 572 10.45 1,122 20.26 0.3682
2018-05-15 2018-03-31 13F AMGEN COM 031162100 5,475 -667 -10.86 933 -12.64 0.3236
2018-02-13 2017-12-31 13F AMGEN COM 031162100 6,142 100 1.66 1,068 -5.15 0.3731
2017-11-13 2017-09-30 13F AMGEN COM 031162100 6,042 6,042 1,126 0.4739
2017-08-16 2017-06-30 13F/A-1 AMGEN COM 031162100 0 -5,240 -100.00 0 -100.00
2017-05-11 2017-03-31 13F AMGEN COM 031162100 5,240 1 0.02 860 12.27 0.4405
2017-02-14 2016-12-31 13F AMGEN COM 031162100 5,239 5,239 766 0.4046
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.