Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership35,130 shares
Latest Disclosed Value $ 12,360,392
Naples Global Advisors, Llc reports 0.17% decrease in ownership of AMGN / Amgen Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 35,130 shares of Amgen Inc. (CH:AMGN) valued at $12,360,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 35,189 shares of Amgen Inc.. This represents a change in shares of -0.17% 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 35,130 -59 -0.17 12,360 7.32 0.9019
2026-02-04 2025-12-31 13F AMGEN COM 031162100 35,189 -127 -0.36 11,518 15.56 0.8606
2025-10-30 2025-09-30 13F AMGEN COM 031162100 35,316 130 0.37 9,966 1.45 0.7761
2025-07-18 2025-06-30 13F AMGEN COM 031162100 35,186 711 2.06 9,824 -8.53 0.8453
2025-04-10 2025-03-31 13F AMGEN COM 031162100 34,475 -531 -1.52 10,741 17.72 1.0205
2025-01-29 2024-12-31 13F AMGEN COM 031162100 35,006 836 2.45 9,124 -17.13 0.8534
2024-10-24 2024-09-30 13F AMGEN COM 031162100 34,170 -270 -0.78 11,010 2.31 1.0237
2024-07-18 2024-06-30 13F AMGEN COM 031162100 34,440 20 0.06 10,761 9.95 1.0798
2024-04-29 2024-03-31 13F AMGEN COM 031162100 34,420 152 0.44 9,786 -0.84 1.0018
2024-01-11 2023-12-31 13F AMGEN COM 031162100 34,268 -102 -0.30 9,870 6.84 1.0854
2023-10-16 2023-09-30 13F AMGEN COM 031162100 34,370 736 2.19 9,237 23.70 1.1194
2023-07-17 2023-06-30 13F AMGEN COM 031162100 33,634 1,343 4.16 7,468 -4.34 0.8760
2023-04-17 2023-03-31 13F AMGEN COM 031162100 32,291 99 0.31 7,806 -7.67 0.9732
2023-04-17 2022-12-31 13F/A-1 AMGEN COM 031162100 32,192 315 0.99 8,455 17.66 1.0745
2023-01-20 2022-12-31 13F AMGEN COM 031162100 32,192 315 8,455 0.0011
2022-10-20 2022-09-30 13F AMGEN COM 031162100 31,877 2,309 7.81 7,185 -0.13 0.9889
2022-08-11 2022-06-30 13F AMGEN COM 031162100 29,568 383 1.31 7,194 1.93 0.9336
2022-04-28 2022-03-31 13F AMGEN COM 031162100 29,185 1,458 5.26 7,058 13.15 0.8149
2022-02-04 2021-12-31 13F AMGEN COM 031162100 27,727 1,693 6.50 6,238 12.68 0.7229
2021-10-29 2021-09-30 13F/A-1 AMGEN COM 031162100 26,034 937 3.73 5,536 -9.50 0.7271
2021-10-25 2021-09-30 13F AMGEN COM 031162100 26,034 937 5,536 0.7236
2021-08-06 2021-06-30 13F AMGEN COM 031162100 25,097 1,012 4.20 6,117 2.09 0.8506
2021-05-10 2021-03-31 13F AMGEN COM 031162100 24,085 431 1.82 5,992 10.17 0.9107
2021-02-08 2020-12-31 13F AMGEN COM 031162100 23,654 -1,151 -4.64 5,439 -13.72 0.9197
2020-10-26 2020-09-30 13F AMGEN COM 031162100 24,805 165 0.67 6,304 8.47 1.2289
2020-08-04 2020-06-30 13F AMGEN COM 031162100 24,640 1,103 4.69 5,812 21.79 1.2523
2020-04-27 2020-03-31 13F AMGEN COM 031162100 23,537 -294 -1.23 4,772 -16.94 1.2506
2020-02-05 2019-12-31 13F Amgen COM 031162100 23,831 -25 -0.10 5,745 24.46 1.2063
2019-10-28 2019-09-30 13F Amgen COM 031162100 23,856 230 0.97 4,616 6.02 1.0781
2019-07-10 2019-06-30 13F Amgen COM 031162100 23,626 1,206 5.38 4,354 2.23 1.0593
2019-04-29 2019-03-31 13F Amgen COM 031162100 22,420 1,071 5.02 4,259 -1.57 1.0888
2019-02-01 2018-12-31 13F Amgen COM 031162100 21,349 991 4.87 4,327 2.54 1.2315
2018-11-13 2018-09-30 13F/A-1 Amgen COM 031162100 20,358 -39 -0.19 4,220 12.08 1.1197
2018-11-13 2018-09-30 13F Amgen COM 031162100 20,397 0 3,765
2018-07-23 2018-06-30 13F Amgen COM 031162100 20,397 819 4.18 3,765 12.79 1.0606
2018-04-17 2018-03-31 13F Amgen COM 031162100 19,578 1,018 5.48 3,338 3.41 0.9903
2018-01-19 2017-12-31 13F Amgen COM 031162100 18,560 1,362 7.92 3,228 0.65 0.9531
2017-10-16 2017-09-30 13F Amgen COM 031162100 17,198 331 1.96 3,207 10.40 1.0706
2017-07-25 2017-06-30 13F Amgen COM 031162100 16,867 -75 -0.44 2,905 4.50 1.0304
2017-04-21 2017-03-31 13F Amgen COM 031162100 16,942 365 2.20 2,780 14.69 0.9977
2017-01-30 2016-12-31 13F Amgen COM 031162100 16,577 349 2.15 2,424 -10.45 0.9438
2016-10-11 2016-09-30 13F Amgen COM 031162100 16,228 308 1.93 2,707 11.77 1.0586
2016-07-13 2016-06-30 13F Amgen COM 031162100 15,920 -125 -0.78 2,422 0.67 0.9913
2016-04-13 2016-03-31 13F Amgen COM 031162100 16,045 82 0.51 2,406 -7.14 1.0082
2016-01-25 2015-12-31 13F Amgen COM 031162100 15,963 430 2.77 2,591 20.57 1.2553
2015-10-14 2015-09-30 13F Amgen COM 031162100 15,533 -318 -2.01 2,149 -11.67 1.1042
2015-07-27 2015-06-30 13F Amgen COM 031162100 15,851 277 1.78 2,433 -2.25 1.1677
2015-04-15 2015-03-31 13F Amgen COM 031162100 15,574 423 2.79 2,489 3.15 1.1830
2015-01-22 2014-12-31 13F Amgen COM 031162100 15,151 225 1.51 2,413 15.12 1.2765
2014-10-16 2014-09-30 13F Amgen COM 031162100 14,926 805 5.70 2,096 25.43 1.2352
2014-07-14 2014-06-30 13F Amgen COM 031162100 14,121 1,506 11.94 1,671 7.39 0.9908
2014-04-07 2014-03-31 13F Amgen COM 031162100 12,615 865 7.36 1,556 16.12 0.9516
2014-01-16 2013-12-31 13F Amgen COM 031162100 11,750 11,750 1,340 0.8936
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.