Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership19,719 shares
Latest Disclosed Value $ 6,938,054
Perennial Advisors, LLC reports 1.19% decrease in ownership of AMGN / Amgen Inc.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 19,719 shares of Amgen Inc. (CH:AMGN) valued at $6,938,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 19,956 shares of Amgen Inc.. This represents a change in shares of -1.19% 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)
2026-04-13 2026-03-31 13F AMGEN COM 031162100 19,719 -237 -1.19 6,938 6.23 1.1609
2026-01-12 2025-12-31 13F AMGEN COM 031162100 19,956 579 2.99 6,532 19.44 1.0952
2025-10-14 2025-09-30 13F AMGEN COM 031162100 19,377 -1 -0.01 5,468 1.07 0.9470
2025-07-15 2025-06-30 13F AMGEN COM 031162100 19,378 -293 -1.49 5,411 -11.72 1.0051
2025-04-14 2025-03-31 13F AMGEN COM 031162100 19,671 530 2.77 6,128 22.85 1.2225
2025-02-21 2024-12-31 13F AMGEN COM 031162100 19,141 818 4.46 4,989 -12.87 1.0859
2024-07-23 2024-06-30 13F AMGEN COM 031162100 18,323 171 0.94 5,725 10.93 1.2832
2024-04-10 2024-03-31 13F AMGEN COM 031162100 18,152 -196 -1.07 5,161 -2.33 1.2004
2024-01-25 2023-12-31 13F AMGEN COM 031162100 18,348 196 1.08 5,284 8.32 1.2985
2023-10-17 2023-09-30 13F AMGEN COM 031162100 18,152 128 0.71 4,879 21.92 1.3157
2023-08-01 2023-06-30 13F AMGEN COM 031162100 18,024 598 3.43 4,002 -5.01 1.0201
2023-05-12 2023-03-31 13F AMGEN COM 031162100 17,426 310 1.81 4,213 -6.30 1.2055
2023-01-31 2022-12-31 13F AMGEN COM 031162100 17,116 -618 -3.48 4,495 12.46 1.4290
2022-11-09 2022-09-30 13F AMGEN COM 031162100 17,734 62 0.35 3,997 -7.05 1.3106
2022-08-09 2022-06-30 13F AMGEN COM 031162100 17,672 198 1.13 4,300 1.75 1.3378
2022-04-27 2022-03-31 13F AMGEN COM 031162100 17,474 -1,686 -8.80 4,226 -1.95 1.1214
2022-02-08 2021-12-31 13F AMGEN COM 031162100 19,160 -1,212 -5.95 4,310 -0.51 1.1615
2021-11-08 2021-09-30 13F AMGEN COM 031162100 20,372 960 4.95 4,332 -8.45 1.2759
2021-08-13 2021-06-30 13F AMGEN COM 031162100 19,412 238 1.24 4,732 -0.82 1.3736
2021-05-17 2021-03-31 13F AMGEN COM 031162100 19,174 208 1.10 4,771 9.40 1.5010
2021-02-12 2020-12-31 13F AMGEN COM 031162100 18,966 487 2.64 4,361 -7.15 1.5361
2020-11-16 2020-09-30 13F AMGEN COM 031162100 18,479 106 0.58 4,697 8.40 1.9223
2020-08-14 2020-06-30 13F AMGEN COM 031162100 18,373 450 2.51 4,333 19.24 1.8423
2020-05-19 2020-03-31 13F/A-1 AMGEN COM 031162100 17,923 1,425 8.64 3,634 -8.62 2.0244
2020-05-19 2020-03-31 13F AMGEN COM 031162100 11,791 -4,707 1,724 1,431,430.0185
2020-01-23 2019-12-31 13F AMGEN COM 031162100 16,498 69 0.42 3,977 25.10 1.9097
2019-11-05 2019-09-30 13F AMGEN COM 031162100 16,429 515 3.24 3,179 8.39 1.6471
2019-07-18 2019-06-30 13F AMGEN COM 031162100 15,914 997 6.68 2,933 3.49 1.5616
2019-04-30 2019-03-31 13F AMGEN COM 031162100 14,917 420 2.90 2,834 0.43 1.6115
2019-01-29 2018-12-31 13F AMGEN COM 031162100 14,497 479 3.42 2,822 -2.89 1.8271
2018-11-05 2018-09-30 13F AMGEN COM 031162100 14,018 -21 -0.15 2,906 12.16 1.6726
2018-08-10 2018-06-30 13F AMGEN COM 031162100 14,039 543 4.02 2,591 12.60 1.5974
2018-04-24 2018-03-31 13F AMGEN COM 031162100 13,496 -365 -2.63 2,301 -4.52 1.4523
2018-01-29 2017-12-31 13F AMGEN COM 031162100 13,861 133 0.97 2,410 -5.86 1.4962
2017-10-30 2017-09-30 13F AMGEN COM 031162100 13,728 319 2.38 2,560 10.87 1.7321
2017-07-31 2017-06-30 13F AMGEN COM 031162100 13,409 480 3.71 2,309 8.86 1.6756
2017-04-27 2017-03-31 13F AMGEN COM 031162100 12,929 1,138 9.65 2,121 23.03 1.6328
2017-04-27 2016-12-31 13F/A-2 AMGEN COM 031162100 11,791 11,791 1,724 1.4314
2017-04-27 2016-12-31 13F/A-1 AMGEN COM 031162100 11,791 0 1,724 1.5241
2017-02-10 2016-12-31 13F AMGEN COM 031162100 15,452 2,259 1.4285
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.