Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership1,385 shares
Latest Disclosed Value $ 487,299
Nadler Financial Group, Inc. reports 0.29% increase in ownership of AMGN / Amgen Inc.

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 1,385 shares of Amgen Inc. (CH:AMGN) valued at $487,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,381 shares of Amgen Inc.. This represents a change in shares of 0.29% 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)
2026-05-04 2026-03-31 13F Amgen Stock 031162100 1,385 4 0.29 487 7.98 0.0470
2026-01-28 2025-12-31 13F Amgen Stock 031162100 1,381 -103 -6.94 452 7.89 0.0420
2025-10-30 2025-09-30 13F Amgen Stock 031162100 1,484 -49 -3.20 419 -2.34 0.0399
2025-07-28 2025-06-30 13F Amgen Stock 031162100 1,533 61 4.14 428 -6.55 0.0438
2025-04-24 2025-03-31 13F AMGEN COM 031162100 1,472 5 0.34 459 19.90 0.0508
2025-01-24 2024-12-31 13F AMGEN COM 031162100 1,467 6 0.41 382 -18.72 0.0403
2024-10-28 2024-09-30 13F AMGEN COM 031162100 1,461 5 0.34 471 3.30 0.0519
2024-07-22 2024-06-30 13F AMGEN COM 031162100 1,456 5 0.34 455 10.44 0.0535
2024-04-26 2024-03-31 13F AMGEN COM 031162100 1,451 5 0.35 413 -0.96 0.0509
2024-02-02 2023-12-31 13F AMGEN COM 031162100 1,446 6 0.42 416 7.49 0.0561
2023-10-24 2023-09-30 13F AMGEN COM 031162100 1,440 6 0.42 387 21.70 0.0586
2023-07-31 2023-06-30 13F AMGEN COM 031162100 1,434 7 0.49 318 -7.56 0.0465
2023-04-19 2023-03-31 13F AMGEN COM 031162100 1,427 7 0.49 345 -7.53 0.0549
2023-01-30 2022-12-31 13F AMGEN COM 031162100 1,420 5 0.35 373 16.61 0.0651
2022-10-31 2022-09-30 13F AMGEN COM 031162100 1,415 -2 -0.14 319 -7.54 0.0607
2022-07-20 2022-06-30 13F AMGEN COM 031162100 1,417 11 0.78 345 1.47 0.0635
2022-05-05 2022-03-31 13F AMGEN COM 031162100 1,406 -67 -4.55 340 2.72 0.0533
2022-01-18 2021-12-31 13F AMGEN COM 031162100 1,473 6 0.41 331 6.09 0.0489
2021-10-13 2021-09-30 13F AMGEN COM 031162100 1,467 6 0.41 312 -12.36 0.0509
2021-07-16 2021-06-30 13F AMGEN COM 031162100 1,461 5 0.34 356 -1.66 0.0583
2021-04-14 2021-03-31 13F AMGEN COM 031162100 1,456 5 0.34 362 8.38 0.0647
2021-01-26 2020-12-31 13F AMGEN COM 031162100 1,451 5 0.35 334 -9.24 0.0638
2020-10-07 2020-09-30 13F AMGEN COM 031162100 1,446 4 0.28 368 8.24 0.0815
2020-07-09 2020-06-30 13F AMGEN COM 031162100 1,442 5 0.35 340 16.84 0.0850
2020-04-09 2020-03-31 13F AMGEN COM 031162100 1,437 5 0.35 291 -15.65 0.0895
2020-01-08 2019-12-31 13F AMGEN COM 031162100 1,432 4 0.28 345 25.00 0.0852
2019-10-02 2019-09-30 13F AMGEN COM 031162100 1,428 -494 -25.70 276 -22.03 0.0769
2019-07-16 2019-06-30 13F AMGEN COM 031162100 1,922 148 8.34 354 5.04 0.1024
2019-04-04 2019-03-31 13F AMGEN COM 031162100 1,774 8 0.45 337 -2.03 0.1074
2019-01-17 2018-12-31 13F AMGEN COM 031162100 1,766 7 0.40 344 -5.75 0.1129
2018-10-09 2018-09-30 13F AMGEN COM 031162100 1,759 7 0.40 365 13.00 0.0987
2018-07-09 2018-06-30 13F AMGEN COM 031162100 1,752 222 14.51 323 23.75 0.0914
2018-04-05 2018-03-31 13F AMGEN COM 031162100 1,530 -68 -4.26 261 -6.12 0.0804
2018-01-12 2017-12-31 13F AMGEN COM 031162100 1,598 6 0.38 278 -6.40 0.0848
2017-10-11 2017-09-30 13F AMGEN COM 031162100 1,592 6 0.38 297 8.79 0.0979
2017-07-13 2017-06-30 13F AMGEN COM 031162100 1,586 -130 -7.58 273 -3.19 0.0929
2017-04-07 2017-03-31 13F AMGEN COM 031162100 1,716 -465 -21.32 282 -11.60 0.0984
2017-01-18 2016-12-31 13F AMGEN COM 031162100 2,181 89 4.25 319 -8.60 0.1183
2016-10-07 2016-09-30 13F AMGEN COM 031162100 2,092 -19 -0.90 349 8.72 0.1375
2016-07-07 2016-06-30 13F AMGEN COM 031162100 2,111 6 0.29 321 1.58 0.1354
2016-04-05 2016-03-31 13F AMGEN COM 031162100 2,105 6 0.29 316 -7.33 0.1382
2016-01-20 2015-12-31 13F AMGEN COM 031162100 2,099 -26 -1.22 341 15.99 0.1539
2015-10-08 2015-09-30 13F AMGEN COM 031162100 2,125 -49 -2.25 294 -11.98 0.1470
2015-07-08 2015-06-30 13F AMGEN COM 031162100 2,174 115 5.59 334 1.52 0.1578
2015-04-13 2015-03-31 13F AMGEN COM 031162100 2,059 2,059 0.00 329 0.1582
2015-02-03 2014-12-31 13F AMGEN COM 031162100 0 -1,873 -100.00 0 -100.00
2014-10-31 2014-09-30 13F AMGEN COM 031162100 1,873 172 10.11 263 30.85 0.1575
2014-07-31 2014-06-30 13F AMGEN COM 031162100 1,701 4 0.24 201 -3.83 0.1264
2014-04-03 2014-03-31 13F AMGEN COM 031162100 1,697 1,697 209 0.1392
2013-10-31 2013-09-30 13F AMGEN COM 031162100 0 -2,524 -100.00 0 -100.00
2013-08-15 2013-06-30 13F AMGEN COM 031162100 2,524 2,524 249 0.1755
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.