Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership1,090 shares
Latest Disclosed Value $ 380,875
Successful Portfolios LLC reports 20.84% decrease in ownership of AMGN / Amgen Inc.

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 1,090 shares of Amgen Inc. (CH:AMGN) valued at $380,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,377 shares of Amgen Inc.. This represents a change in shares of -20.84% 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 1,090 -287 -20.84 381 -15.37 0.2099
2026-01-23 2025-12-31 13F AMGEN COM 031162100 1,377 0 0.00 449 15.72 0.2288
2025-10-15 2025-09-30 13F AMGEN COM 031162100 1,377 -90 -6.13 389 -5.13 0.2268
2025-07-21 2025-06-30 13F AMGEN COM 031162100 1,467 0 0.00 410 -10.50 0.2518
2025-04-11 2025-03-31 13F AMGEN COM 031162100 1,467 0 0.00 457 19.63 0.3108
2025-01-16 2024-12-31 13F AMGEN COM 031162100 1,467 0 0.00 382 -19.07 0.2558
2024-10-09 2024-09-30 13F AMGEN COM 031162100 1,467 0 0.00 473 3.06 0.3198
2024-07-12 2024-06-30 13F AMGEN COM 031162100 1,467 -8 -0.54 458 9.31 0.3202
2024-04-18 2024-03-31 13F AMGEN COM 031162100 1,475 -126 -7.87 419 -9.11 0.2860
2024-01-18 2023-12-31 13F AMGEN COM 031162100 1,601 77 5.05 461 12.71 0.3447
2023-10-11 2023-09-30 13F AMGEN COM 031162100 1,524 2 0.13 410 21.01 0.3631
2023-07-20 2023-06-30 13F AMGEN COM 031162100 1,522 -56 -3.55 338 -11.29 0.2910
2023-04-24 2023-03-31 13F AMGEN COM 031162100 1,578 0 0.00 381 -7.97 0.2395
2023-01-27 2022-12-31 13F AMGEN COM 031162100 1,578 0 0.00 414 16.29 0.2700
2022-10-12 2022-09-30 13F AMGEN COM 031162100 1,578 0 0.00 356 -7.29 0.2582
2022-07-22 2022-06-30 13F AMGEN COM 031162100 1,578 0 0.00 384 0.52 0.2584
2022-04-21 2022-03-31 13F AMGEN COM 031162100 1,578 -82 -4.94 382 2.41 0.2175
2022-01-26 2021-12-31 13F AMGEN COM 031162100 1,660 -560 -25.23 373 -20.97 0.2027
2021-10-14 2021-09-30 13F AMGEN COM 031162100 2,220 31 1.42 472 -11.61 0.2818
2021-07-23 2021-06-30 13F AMGEN COM 031162100 2,189 128 6.21 534 4.09 0.3237
2021-04-20 2021-03-31 13F AMGEN COM 031162100 2,061 27 1.33 513 9.62 0.3381
2021-02-02 2020-12-31 13F AMGEN COM 031162100 2,034 -47 -2.26 468 -11.53 0.3357
2020-10-13 2020-09-30 13F AMGEN COM 031162100 2,081 69 3.43 529 11.37 0.4221
2020-07-13 2020-06-30 13F AMGEN COM 031162100 2,012 257 14.64 475 33.43 0.4178
2020-04-23 2020-03-31 13F AMGEN COM 031162100 1,755 -20 -1.13 356 -16.82 0.3600
2020-01-23 2019-12-31 13F AMGEN COM 031162100 1,775 0 0.00 428 24.78 0.3809
2019-10-11 2019-09-30 13F AMGEN COM 031162100 1,775 81 4.78 343 9.94 0.3223
2019-07-11 2019-06-30 13F AMGEN COM 031162100 1,694 -5 -0.29 312 -3.41 0.3348
2019-04-22 2019-03-31 13F AMGEN COM 031162100 1,699 0 0.00 323 -2.42 0.3531
2019-01-14 2018-12-31 13F AMGEN COM 031162100 1,699 0 0.00 331 -5.97 0.4230
2018-10-15 2018-09-30 13F AMGEN COM 031162100 1,699 0 0.00 352 12.10 0.3833
2018-07-24 2018-06-30 13F AMGEN COM 031162100 1,699 -20 -1.16 314 7.17 0.3667
2018-05-08 2018-03-31 13F AMGEN COM 031162100 1,719 0 0.00 293 -2.01 0.3557
2018-02-09 2017-12-31 13F AMGEN COM 031162100 1,719 1,719 299 0.3715
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.