Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership5,723 shares
Latest Disclosed Value $ 2,022,431
Modern Wealth Management, LLC reports 3.47% increase in ownership of AMGN / Amgen Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,723 shares of Amgen Inc. (CH:AMGN) valued at $2,022,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,531 shares of Amgen Inc.. This represents a change in shares of 3.47% 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 5,723 192 3.47 2,022 11.71 0.0311
2026-02-17 2025-12-31 13F AMGEN COM 031162100 5,531 795 16.79 1,811 35.48 0.0330
2025-11-12 2025-09-30 13F AMGEN COM 031162100 4,736 -215 -4.34 1,336 -3.33 0.0264
2025-11-12 2025-06-30 13F/A-1 AMGEN COM 031162100 4,951 1,534 44.89 1,383 29.89 0.0340
2025-08-14 2025-06-30 13F AMGEN COM 031162100 4,962 1,545 1,385 0.0346
2025-06-02 2025-03-31 13F/A-1 AMGEN COM 031162100 3,417 990 40.79 1,065 68.35 0.0341
2025-05-15 2025-03-31 13F AMGEN COM 031162100 3,063 636 954 0.0295
2025-05-30 2024-12-31 13F/A-3 AMGEN COM 031162100 2,427 717 41.93 633 14.70 0.0237
2025-05-30 2024-12-31 13F/A-1 AMGEN COM 031162100 2,427 717 633 0.0252
2025-02-11 2024-12-31 13F AMGEN COM 031162100 4,645 2,935 1,369 0.0479
2025-05-30 2024-09-30 13F/A-3 AMGEN COM 031162100 1,710 128 8.09 551 11.54 0.0338
2025-05-29 2024-09-30 13F/A-1 AMGEN COM 031162100 1,710 128 551 0.0342
2024-11-05 2024-09-30 13F AMGEN COM 031162100 1,711 129 551 0.0335
2025-05-29 2024-06-30 13F/A-1 AMGEN COM 031162100 1,582 1,582 494 0.0379
2024-08-08 2024-06-30 13F AMGEN COM 031162100 1,586 1,586 496 0.0362
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.