Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionTRUE Private Wealth Advisors
Latest Disclosed Ownership806 shares
Latest Disclosed Value $ 283,725
TRUE Private Wealth Advisors reports 2.81% increase in ownership of AMGN / Amgen Inc.

On May 15, 2026 - TRUE Private Wealth Advisors filed a 13F-HR form disclosing ownership of 806 shares of Amgen Inc. (CH:AMGN) valued at $283,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 784 shares of Amgen Inc.. This represents a change in shares of 2.81% 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)
2026-05-15 2026-03-31 13F AMGEN COM 031162100 806 22 2.81 284 10.55 0.0270
2026-02-13 2025-12-31 13F AMGEN COM 031162100 784 0 0.00 257 15.84 0.0257
2025-11-14 2025-09-30 13F AMGEN COM 031162100 784 0 0.00 221 0.91 0.0226
2025-08-11 2025-06-30 13F AMGEN COM 031162100 784 -7 -0.88 219 -10.98 0.0246
2025-05-15 2025-03-31 13F AMGEN COM 031162100 791 6 0.76 247 20.59 0.0300
2025-02-13 2024-12-31 13F AMGEN COM 031162100 785 -56 -6.66 205 -24.72 0.0248
2024-11-14 2024-09-30 13F AMGEN COM 031162100 841 -1,938 -69.74 271 -68.78 0.0323
2024-07-16 2024-06-30 13F AMGEN COM 031162100 2,779 52 1.91 868 12.00 0.0983
2024-04-25 2024-03-31 13F AMGEN COM 031162100 2,727 160 6.23 775 4.87 0.0890
2024-01-30 2023-12-31 13F AMGEN COM 031162100 2,567 714 38.53 739 48.69 0.0936
2023-11-13 2023-09-30 13F AMGEN COM 031162100 1,853 273 17.28 498 42.00 0.0691
2023-08-11 2023-06-30 13F AMGEN COM 031162100 1,580 189 13.59 351 4.17 0.0518
2023-05-11 2023-03-31 13F AMGEN COM 031162100 1,391 -17 -1.21 336 -8.94 0.0498
2023-02-14 2022-12-31 13F AMGEN COM 031162100 1,408 80 6.02 370 23.41 0.0570
2022-11-04 2022-09-30 13F AMGEN INC COM COM 031162100 1,328 139 11.69 299 3.46 0.0453
2022-07-28 2022-06-30 13F AMGEN INC COM COM 031162100 1,189 5 0.42 289 3.58 0.0421
2022-05-09 2022-03-31 13F AMGEN INC COM COM 031162100 1,184 -469 -28.37 279 -24.80 0.0393
2022-02-11 2021-12-31 13F AMGEN INC COM COM 031162100 1,653 -151 -8.37 371 -3.13 0.0528
2021-11-05 2021-09-30 13F Amgen COM 031162100 1,804 -7 -0.39 383 -13.15 0.0557
2021-08-10 2021-06-30 13F Amgen COM 031162100 1,811 -384 -17.49 441 -19.23 0.0655
2021-05-12 2021-03-31 13F Amgen COM 031162100 2,195 446 25.50 546 35.82 0.0882
2021-01-11 2020-12-31 13F Amgen COM 031162100 1,749 30 1.75 402 -7.80 0.0674
2020-10-09 2020-09-30 13F Amgen COM 031162100 1,719 488 39.64 436 50.34 0.0745
2020-07-07 2020-06-30 13F Amgen COM 031162100 1,231 138 12.63 290 31.22 0.0531
2020-04-20 2020-03-31 13F Amgen COM 031162100 1,093 -2,348 -68.24 221 -73.34 0.0471
2020-01-27 2019-12-31 13F Amgen COM 031162100 3,441 -15 -0.43 829 24.10 0.1271
2019-10-09 2019-09-30 13F Amgen COM 031162100 3,456 -316 -8.38 668 -3.88 0.1154
2019-08-01 2019-06-30 13F Amgen COM 031162100 3,772 140 3.85 695 0.72 0.1184
2019-04-25 2019-03-31 13F Amgen COM 031162100 3,632 -119 -3.17 690 -5.48 0.1315
2019-01-14 2018-12-31 13F Amgen COM 031162100 3,751 358 10.55 730 -99.90 0.1288
2018-10-18 2018-09-30 13F Amgen COM 031162100 3,393 -75 -2.16 703,361 109,800.16 0.0990
2018-07-13 2018-06-30 13F Amgen COM 031162100 3,468 671 23.99 640 34.45 0.1004
2018-04-25 2018-03-31 13F Amgen COM 031162100 2,797 45 1.64 476 -0.42 0.0817
2018-01-19 2017-12-31 13F Amgen COM 031162100 2,752 390 16.51 478 8.64 0.0828
2017-10-27 2017-09-30 13F Amgen COM 031162100 2,362 0 0.00 440 8.37 0.0991
2017-08-07 2017-06-30 13F Amgen COM 031162100 2,362 0 0.00 406 5.45 0.0941
2017-04-20 2017-03-31 13F Amgen COM 031162100 2,362 0 0.00 385 2.12 0.0881
2017-02-14 2016-12-31 13F Amgen COM 031162100 2,362 0 0.00 377 -2.84 0.0921
2016-11-08 2016-09-30 13F Amgen COM 031162100 2,362 0 0.00 388 8.08 0.1244
2016-08-01 2016-06-30 13F Amgen COM 031162100 2,362 66 2.87 359 4.36 0.1201
2016-06-16 2016-03-31 13F/A-1 Amgen COM 031162100 2,296 2,296 344 0.1338
2016-05-11 2016-03-31 13F Amgen COM 031162100 2,296 344 0.1338
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.