Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership7,676 shares
Latest Disclosed Value $ 2,700,720
LVW Advisors, LLC reports 15.87% decrease in ownership of AMGN / Amgen Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 7,676 shares of Amgen Inc. (CH:AMGN) valued at $2,700,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,124 shares of Amgen Inc.. This represents a change in shares of -15.87% 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 7,676 -1,448 -15.87 2,701 -9.58 0.2573
2026-01-14 2025-12-31 13F AMGEN COM 031162100 9,124 2,798 44.23 2,986 67.28 0.3027
2025-10-20 2025-09-30 13F AMGEN COM 031162100 6,326 228 3.74 1,785 4.88 0.1823
2025-07-17 2025-06-30 13F AMGEN COM 031162100 6,098 533 9.58 1,703 -1.79 0.1857
2025-04-09 2025-03-31 13F AMGEN COM 031162100 5,565 -641 -10.33 1,734 7.17 0.2073
2025-01-16 2024-12-31 13F AMGEN COM 031162100 6,206 -850 -12.05 1,618 -28.86 0.1948
2024-10-09 2024-09-30 13F AMGEN COM 031162100 7,056 -295 -4.01 2,273 -1.00 0.2894
2024-07-15 2024-06-30 13F AMGEN COM 031162100 7,351 -141 -1.88 2,297 7.79 0.3358
2024-04-18 2024-03-31 13F AMGEN COM 031162100 7,492 -2,408 -24.32 2,130 -25.29 0.3605
2024-01-16 2023-12-31 13F AMGEN COM 031162100 9,900 -2,728 -21.60 2,851 -15.97 0.5342
2023-10-11 2023-09-30 13F AMGEN COM 031162100 12,628 -4,438 -26.00 3,394 -10.45 0.7004
2023-07-14 2023-06-30 13F AMGEN COM 031162100 17,066 -1,408 -7.62 3,789 -15.16 0.7288
2023-05-03 2023-03-31 13F AMGEN COM 031162100 18,474 524 2.92 4,466 -5.26 0.8731
2023-01-19 2022-12-31 13F AMGEN COM 031162100 17,950 -77 -0.43 4,714 16.02 0.9589
2022-10-14 2022-09-30 13F AMGEN COM 031162100 18,027 361 2.04 4,063 -5.47 0.9079
2022-07-22 2022-06-30 13F AMGEN COM 031162100 17,666 -410 -2.27 4,298 -1.67 0.8741
2022-05-02 2022-03-31 13F AMGEN COM 031162100 18,076 1,222 7.25 4,371 15.27 0.7392
2022-01-26 2021-12-31 13F AMGEN COM 031162100 16,854 3,340 24.72 3,792 31.94 0.6460
2021-11-02 2021-09-30 13F AMGEN COM 031162100 13,514 955 7.60 2,874 -6.11 0.4950
2021-07-15 2021-06-30 13F AMGEN COM 031162100 12,559 27 0.22 3,061 -1.83 0.5433
2021-04-19 2021-03-31 13F AMGEN COM 031162100 12,532 -26 -0.21 3,118 8.00 0.5988
2021-02-04 2020-12-31 13F AMGEN COM 031162100 12,558 97 0.78 2,887 -8.84 0.5791
2020-10-29 2020-09-30 13F AMGEN COM 031162100 12,461 -580 -4.45 3,167 2.96 0.6980
2020-08-11 2020-06-30 13F AMGEN COM 031162100 13,041 386 3.05 3,076 19.88 0.7424
2020-04-23 2020-03-31 13F AMGEN COM 031162100 12,655 1,523 13.68 2,566 -4.40 0.6830
2020-02-10 2019-12-31 13F AMGEN COM 031162100 11,132 -42 -0.38 2,684 24.14 0.6076
2019-10-22 2019-09-30 13F AMGEN COM 031162100 11,174 8,236 280.33 2,162 299.63 0.5357
2019-08-14 2019-06-30 13F AMGEN COM 031162100 2,938 2,938 541 0.1496
2019-05-03 2019-03-31 13F AMGEN COM 031162100 0 -1,119 -100.00 0 -100.00
2019-02-05 2018-12-31 13F AMGEN COM 031162100 1,119 60 5.67 218 -0.91 0.0736
2018-11-02 2018-09-30 13F AMGEN COM 031162100 1,059 1,059 220 0.0618
2017-02-10 2016-12-31 13F AMGEN COM 031162100 0 -1,481 -100.00 0 -100.00
2016-11-14 2016-09-30 13F AMGEN COM 031162100 1,481 20 1.37 247 11.26 0.0810
2016-08-11 2016-06-30 13F AMGEN COM 031162100 1,461 -179 -10.91 222 -9.76 0.0834
2016-05-11 2016-03-31 13F AMGEN COM 031162100 1,640 -133 -7.50 246 -14.58 0.0786
2016-02-16 2015-12-31 13F AMGEN COM 031162100 1,773 277 18.52 288 39.13 0.1128
2016-02-16 2015-09-30 13F/A-1 AMGEN COM 031162100 1,496 1,496 207 0.0955
2015-11-13 2015-09-30 13F AMGEN COM 031162100 1,496 207
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.