Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership1,692 shares
Latest Disclosed Value $ 595,196
TCI Wealth Advisors, Inc. reports 37.43% decrease in ownership of AMGN / Amgen Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,692 shares of Amgen Inc. (CH:AMGN) valued at $595,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,704 shares of Amgen Inc.. This represents a change in shares of -37.43% 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)
2026-04-27 2026-03-31 13F AMGEN COM 031162100 1,692 -1,012 -37.43 595 -32.77 0.0316
2026-02-02 2025-12-31 13F AMGEN COM 031162100 2,704 5 0.19 885 16.29 0.0488
2025-10-14 2025-09-30 13F AMGEN COM 031162100 2,699 5 0.19 762 1.20 0.0454
2025-07-16 2025-06-30 13F AMGEN COM 031162100 2,694 -571 -17.49 752 -26.06 0.0515
2025-04-21 2025-03-31 13F AMGEN COM 031162100 3,265 -271 -7.66 1,017 10.42 0.0814
2025-01-23 2024-12-31 13F AMGEN COM 031162100 3,536 -132 -3.60 922 -22.02 0.0770
2024-10-24 2024-09-30 13F AMGEN COM 031162100 3,668 -278 -7.05 1,182 -4.14 0.0996
2024-07-30 2024-06-30 13F AMGEN COM 031162100 3,946 67 1.73 1,233 11.80 0.1163
2024-05-07 2024-03-31 13F AMGEN COM 031162100 3,879 3 0.08 1,103 -1.25 0.1087
2024-02-06 2023-12-31 13F AMGEN COM 031162100 3,876 -155 -3.85 1,116 3.05 0.1190
2023-10-31 2023-09-30 13F AMGEN COM 031162100 4,031 81 2.05 1,083 23.63 0.1382
2023-08-04 2023-06-30 13F AMGEN COM 031162100 3,950 -169 -4.10 877 -11.96 0.1120
2023-05-03 2023-03-31 13F AMGEN COM 031162100 4,119 -23 -0.56 996 -8.46 0.1292
2023-02-07 2022-12-31 13F AMGEN COM 031162100 4,142 85 2.10 1,088 18.93 0.1506
2022-11-08 2022-09-30 13F AMGEN COM 031162100 4,057 39 0.97 914 -6.54 0.1479
2022-07-19 2022-06-30 13F AMGEN COM 031162100 4,018 0 0.00 978 0.62 0.1497
2022-04-29 2022-03-31 13F AMGEN COM 031162100 4,018 645 19.12 972 28.06 0.1457
2022-01-24 2021-12-31 13F AMGEN COM 031162100 3,373 81 2.46 759 8.43 0.1122
2021-10-29 2021-09-30 13F AMGEN COM 031162100 3,292 -263 -7.40 700 -19.26 0.1068
2021-08-02 2021-06-30 13F AMGEN COM 031162100 3,555 49 1.40 867 -0.57 0.1466
2021-04-29 2021-03-31 13F AMGEN COM 031162100 3,506 -1,714 -32.84 872 -27.33 0.3699
2021-01-21 2020-12-31 13F AMGEN COM 031162100 5,220 -4,632 -47.02 1,200 -52.08 0.5363
2020-10-20 2020-09-30 13F AMGEN COM 031162100 9,852 0 0.00 2,504 7.75 0.9894
2020-07-20 2020-06-30 13F AMGEN COM 031162100 9,852 -69 -0.70 2,324 15.56 0.9935
2020-04-14 2020-03-31 13F AMGEN COM 031162100 9,921 210 2.16 2,011 -14.10 0.9920
2020-01-27 2019-12-31 13F AMGEN COM 031162100 9,711 22 0.23 2,341 24.85 0.9094
2019-10-17 2019-09-30 13F AMGEN COM 031162100 9,689 7 0.07 1,875 5.10 0.8327
2019-07-23 2019-06-30 13F AMGEN COM 031162100 9,682 -180 -1.83 1,784 -4.80 0.8036
2019-04-11 2019-03-31 13F AMGEN COM 031162100 9,862 -95 -0.95 1,874 -3.30 0.8240
2019-01-17 2018-12-31 13F AMGEN COM 031162100 9,957 -100 -0.99 1,938 -7.05 0.9388
2018-11-02 2018-09-30 13F AMGEN COM 031162100 10,057 -138 -1.35 2,085 10.79 0.8716
2018-07-26 2018-06-30 13F AMGEN COM 031162100 10,195 -200 -1.92 1,882 6.21 0.8368
2018-04-30 2018-03-31 13F AMGEN COM 031162100 10,395 -154 -1.46 1,772 -3.38 0.8207
2018-02-01 2017-12-31 13F AMGEN COM 031162100 10,549 174 1.68 1,834 -5.17 0.8054
2017-10-24 2017-09-30 13F AMGEN COM 031162100 10,375 117 1.14 1,934 9.45 0.9464
2017-08-10 2017-06-30 13F AMGEN COM 031162100 10,258 -648 -5.94 1,767 -1.23 0.9023
2017-05-04 2017-03-31 13F AMGEN COM 031162100 10,906 -678 -5.85 1,789 5.61 0.9334
2017-02-10 2016-12-31 13F AMGEN COM 031162100 11,584 200 1.76 1,694 -10.80 0.8882
2016-11-01 2016-09-30 13F AMGEN COM 031162100 11,384 -295 -2.53 1,899 6.87 1.0326
2016-08-09 2016-06-30 13F Amgen COM 031162100 11,679 -68 -0.58 1,777 0.91 0.9861
2016-04-29 2016-03-31 13F AMGEN COM 031162100 11,747 -137 -1.15 1,761 -8.71 0.9760
2016-02-10 2015-12-31 13F AMGEN COM 031162100 11,884 506 4.45 1,929 22.55 1.0746
2015-11-02 2015-09-30 13F AMGEN COM 031162100 11,378 1,530 15.54 1,574 4.10 0.9485
2015-08-10 2015-06-30 13F AMGEN COM 031162100 9,848 19 0.19 1,512 -3.76 0.8656
2015-04-30 2015-03-31 13F AMGEN COM 031162100 9,829 48 0.49 1,571 0.83 0.9860
2015-02-06 2014-12-31 13F AMGEN COM 031162100 9,781 30 0.31 1,558 13.72 0.9640
2014-11-05 2014-09-30 13F AMGEN COM 031162100 9,751 6 0.06 1,370 18.72 0.8635
2014-08-11 2014-06-30 13F AMGEN COM 031162100 9,745 6 0.06 1,154 -3.91 0.6946
2014-05-15 2014-03-31 13F AMGEN COM 031162100 9,739 -1,193 -10.91 1,201 -3.69 0.7831
2014-01-21 2013-12-31 13F Amgen COM 031162100 10,932 5 0.05 1,247 1.96 0.7823
2013-10-25 2013-09-30 13F Amgen COM 031162100 10,927 1,205 12.39 1,223 27.53 0.9296
2013-09-12 2013-06-30 13F Amgen COM 031162100 9,722 8,006 466.55 959 444.89 0.7282
2013-10-18 2013-03-31 13F Amgen COM 031162100 1,716 -1 -0.06 176 18.92 0.1932
2013-10-18 2012-12-31 13F Amgen COM 031162100 1,717 1,717 148 0.1794
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.