Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionPortside Wealth Group, LLC
Latest Disclosed Ownership1,306 shares
Latest Disclosed Value $ 459,516
Portside Wealth Group, LLC reports 0.77% increase in ownership of AMGN / Amgen Inc.

On May 12, 2026 - Portside Wealth Group, LLC filed a 13F-HR form disclosing ownership of 1,306 shares of Amgen Inc. (CH:AMGN) valued at $459,516 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,296 shares of Amgen Inc.. This represents a change in shares of 0.77% 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 1,306 10 0.77 460 8.25 0.0423
2026-01-21 2025-12-31 13F AMGEN COM 031162100 1,296 96 8.00 424 25.44 0.0570
2025-11-05 2025-09-30 13F AMGEN COM 031162100 1,200 -106 -8.12 339 -7.14 0.0467
2025-08-11 2025-06-30 13F AMGEN COM 031162100 1,306 133 11.34 365 -0.27 0.0540
2025-04-14 2025-03-31 13F/A-1 AMGEN COM 031162100 1,173 -438 -27.19 365 -12.89 0.0596
2025-04-10 2025-03-31 13F AMGEN COM 031162100 1,611 0 420 0.0629
2025-04-14 2024-12-31 13F/A-1 AMGEN COM 031162100 1,611 133 9.00 420 -11.97 0.0694
2025-01-15 2024-12-31 13F AMGEN COM 031162100 1,467 -11 473 0.0817
2024-10-31 2024-09-30 13F AMGEN COM 031162100 1,478 -60 -3.90 476 -0.83 0.0813
2024-07-18 2024-06-30 13F AMGEN COM 031162100 1,538 -37 -2.35 481 7.38 0.0917
2024-04-17 2024-03-31 13F AMGEN COM 031162100 1,575 75 5.00 448 3.47 0.0828
2024-01-16 2023-12-31 13F AMGEN COM 031162100 1,500 -7 -0.46 432 6.93 0.0805
2023-10-27 2023-09-30 13F AMGEN COM 031162100 1,507 17 1.14 404 22.42 0.0760
2023-09-01 2023-06-30 13F/A-1 AMGEN COM 031162100 1,490 1,490 331 0.0614
2023-08-01 2023-06-30 13F AMGEN COM 031162100 56,620 56,620 12,571 0.0542
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.