Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership28,464 shares
Latest Disclosed Value $ 10,015,089
Visionary Wealth Advisors reports 4.90% decrease in ownership of AMGN / Amgen Inc.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 28,464 shares of Amgen Inc. (CH:AMGN) valued at $10,015,089 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 29,931 shares of Amgen Inc.. This represents a change in shares of -4.90% 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)
2026-05-13 2026-03-31 13F AMGEN COM 031162100 28,464 -1,467 -4.90 10,015 2.24 0.4431
2026-02-13 2025-12-31 13F AMGEN COM 031162100 29,931 -161 -0.54 9,797 15.37 0.4414
2025-11-13 2025-09-30 13F AMGEN COM 031162100 30,092 2,135 7.64 8,492 8.79 0.3961
2025-08-14 2025-06-30 13F AMGEN COM 031162100 27,957 1,191 4.45 7,806 -6.39 0.3987
2025-05-14 2025-03-31 13F AMGEN COM 031162100 26,766 -129 -0.48 8,339 18.96 0.5006
2025-02-14 2024-12-31 13F AMGEN COM 031162100 26,895 865 3.32 7,010 -16.43 0.4110
2024-11-12 2024-09-30 13F AMGEN COM 031162100 26,030 -470 -1.77 8,387 1.30 0.5104
2024-08-13 2024-06-30 13F AMGEN COM 031162100 26,500 866 3.38 8,280 13.60 0.5413
2024-05-15 2024-03-31 13F AMGEN COM 031162100 25,634 -2,124 -7.65 7,288 -8.83 0.4920
2024-02-14 2023-12-31 13F AMGEN COM 031162100 27,758 -263 -0.94 7,995 6.16 0.5876
2023-11-13 2023-09-30 13F AMGEN COM 031162100 28,021 1,174 4.37 7,531 26.34 0.6102
2023-08-11 2023-06-30 13F AMGEN COM 031162100 26,847 771 2.96 5,961 -5.44 0.4771
2023-05-15 2023-03-31 13F/A-1 AMGEN COM 031162100 26,076 1,370 5.55 6,304 -2.87 0.5342
2023-05-15 2023-03-31 13F AMGEN COM 031162100 26,076 1,370 6 0.5342
2023-02-14 2022-12-31 13F AMGEN COM 031162100 24,706 1,274 5.44 6,489 22.85 0.5990
2022-11-14 2022-09-30 13F AMGEN COM 031162100 23,432 849 3.76 5,282 -3.86 0.5486
2022-08-12 2022-06-30 13F AMGEN COM 031162100 22,583 1,779 8.55 5,494 9.20 0.4931
2022-05-12 2022-03-31 13F AMGEN COM 031162100 20,804 2,021 10.76 5,031 19.05 0.4048
2022-02-14 2021-12-31 13F AMGEN COM 031162100 18,783 18,783 4,226 0.3465
2021-11-12 2021-09-30 13F AMGEN COM 031162100 0 -16,212 -100.00 0 -100.00
2021-08-13 2021-06-30 13F AMGEN COM 031162100 16,212 -475 -2.85 3,952 -4.82 0.3972
2021-05-18 2021-03-31 13F AMGEN COM 031162100 16,687 671 4.19 4,152 12.76 0.4368
2021-02-16 2020-12-31 13F AMGEN COM 031162100 16,016 16,016 3,682 0.4129
2020-11-16 2020-09-30 13F AMGEN COM 031162100 0 -14,253 -100.00 0 -100.00
2020-08-14 2020-06-30 13F AMGEN COM 031162100 14,253 1,415 11.02 3,362 29.16 0.5120
2020-05-15 2020-03-31 13F AMGEN COM 031162100 12,838 354 2.84 2,603 -13.52 0.4906
2020-02-14 2019-12-31 13F AMGEN COM 031162100 12,484 12,484 3,010 0.5387
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.