Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionPalumbo Wealth Management LLC
Latest Disclosed Ownership1,486 shares
Latest Disclosed Value $ 522,767
Palumbo Wealth Management LLC reports 0.68% increase in ownership of AMGN / Amgen Inc.

On May 12, 2026 - Palumbo Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,486 shares of Amgen Inc. (CH:AMGN) valued at $522,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,476 shares of Amgen Inc.. This represents a change in shares of 0.68% 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)
2026-05-12 2026-03-31 13F AMGEN COM 031162100 1,486 10 0.68 523 8.30 0.1276
2026-01-21 2025-12-31 13F AMGEN COM 031162100 1,476 87 6.26 483 28.19 0.1192
2025-11-10 2025-09-30 13F AMGEN COM 031162100 1,389 -51 -3.54 377 -6.47 0.1204
2025-07-15 2025-06-30 13F AMGEN COM 031162100 1,440 -61 -4.06 402 -13.92 0.1245
2025-04-22 2025-03-31 13F AMGEN COM 031162100 1,501 122 8.85 468 30.08 0.1563
2025-01-30 2024-12-31 13F AMGEN COM 031162100 1,379 43 3.22 359 -16.51 0.1342
2024-10-28 2024-09-30 13F AMGEN COM 031162100 1,336 12 0.91 430 4.12 0.1674
2024-08-02 2024-06-30 13F AMGEN COM 031162100 1,324 25 1.92 414 11.92 0.1748
2024-04-15 2024-03-31 13F AMGEN COM 031162100 1,299 10 0.78 369 -0.54 0.1654
2024-01-22 2023-12-31 13F AMGEN COM 031162100 1,289 218 20.35 371 29.27 0.1898
2023-10-16 2023-09-30 13F AMGEN COM 031162100 1,071 2 0.19 288 21.10 0.1583
2023-07-26 2023-06-30 13F AMGEN COM 031162100 1,069 1,069 237 0.1451
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.