Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionKfg Wealth Management, Llc
Latest Disclosed Ownership5,439 shares
Latest Disclosed Value $ 1,913,863
Kfg Wealth Management, Llc reports 12.95% decrease in ownership of AMGN / Amgen Inc.

On April 20, 2026 - Kfg Wealth Management, Llc filed a 13F-HR form disclosing ownership of 5,439 shares of Amgen Inc. (CH:AMGN) valued at $1,913,863 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,248 shares of Amgen Inc.. This represents a change in shares of -12.95% 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)
2026-04-20 2026-03-31 13F AMGEN COM 031162100 5,439 -809 -12.95 1,914 -6.45 0.2474
2026-01-21 2025-12-31 13F AMGEN COM 031162100 6,248 -3,693 -37.15 2,045 -27.09 0.2735
2025-10-07 2025-09-30 13F AMGEN COM 031162100 9,941 -593 -5.63 2,805 -4.62 0.4051
2025-07-14 2025-06-30 13F AMGEN COM 031162100 10,534 7,071 204.19 2,941 172.82 0.4728
2025-04-11 2025-03-31 13F AMGEN COM 031162100 3,463 214 6.59 1,079 27.42 0.1961
2025-01-21 2024-12-31 13F AMGEN COM 031162100 3,249 49 1.53 847 -17.86 0.1583
2024-10-15 2024-09-30 13F AMGEN COM 031162100 3,200 -175 -5.19 1,031 -2.28 0.2241
2024-07-19 2024-06-30 13F AMGEN COM 031162100 3,375 133 4.10 1,055 14.44 0.4182
2024-04-19 2024-03-31 13F AMGEN COM 031162100 3,242 -720 -18.17 922 -19.28 0.3787
2024-01-31 2023-12-31 13F AMGEN COM 031162100 3,962 -198 -4.76 1,141 2.15 0.5207
2023-10-17 2023-09-30 13F AMGEN COM 031162100 4,160 353 9.27 1,118 32.19 0.6072
2023-07-18 2023-06-30 13F AMGEN COM 031162100 3,807 1,615 73.68 845 53.36 0.4942
2023-04-14 2023-03-31 13F AMGEN COM 031162100 2,192 668 43.83 551 37.75 0.3817
2023-01-18 2022-12-31 13F AMGEN COM 031162100 1,524 1,524 400 0.4102
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.