Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership13,051 shares
Latest Disclosed Value $ 4,591,998
Waldron Private Wealth LLC reports 1.10% increase in ownership of AMGN / Amgen Inc.

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 13,051 shares of Amgen Inc. (CH:AMGN) valued at $4,591,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 12,909 shares of Amgen Inc.. This represents a change in shares of 1.10% 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)
2026-04-10 2026-03-31 13F AMGEN COM 031162100 13,051 142 1.10 4,592 8.66 0.1791
2026-01-14 2025-12-31 13F AMGEN COM 031162100 12,909 49 0.38 4,225 16.42 0.1670
2025-10-30 2025-09-30 13F AMGEN COM 031162100 12,860 -129 -0.99 3,629 0.08 0.1471
2025-07-31 2025-06-30 13F AMGEN COM 031162100 12,989 -52 -0.40 3,627 -10.73 0.1582
2025-05-08 2025-03-31 13F AMGEN COM 031162100 13,041 -3,969 -23.33 4,063 -8.37 0.1918
2025-01-24 2024-12-31 13F AMGEN COM 031162100 17,010 -333 -1.92 4,433 -20.67 0.1785
2024-10-21 2024-09-30 13F AMGEN COM 031162100 17,343 95 0.55 5,588 3.69 0.2321
2024-07-31 2024-06-30 13F AMGEN INC COM COM 031162100 17,248 -147 -0.85 5,389 8.98 0.2411
2024-05-09 2024-03-31 13F AMGEN INC COM COM 031162100 17,395 7 0.04 4,946 -1.26 0.2232
2024-08-29 2023-12-31 13F/A-1 AMGEN INC COM COM 031162100 17,388 -137 -0.78 5,008 6.33 0.2381
2024-01-30 2023-12-31 13F AMGEN INC COM COM 031162100 17,388 -137 5 0.2382
2024-08-29 2023-09-30 13F/A-1 AMGEN INC COM COM 031162100 17,525 8 0.05 4,710 21.11 0.2445
2023-10-26 2023-09-30 13F AMGEN INC COM COM 031162100 17,525 8 5 0.2446
2024-08-29 2023-06-30 13F/A-1 AMGEN INC COM COM 031162100 17,517 184 1.06 3,889 -7.18 0.1940
2023-08-07 2023-06-30 13F AMGEN INC COM COM 031162100 17,517 184 4 0.1941
2024-08-29 2023-03-31 13F/A-1 AMGEN INC COM COM 031162100 17,333 -600 -3.35 4,190 104,650.00 0.2039
2023-05-02 2023-03-31 13F AMGEN INC COM COM 031162100 17,333 -600 4 0.2039
2023-02-08 2022-12-31 13F AMGEN INC COM COM 031162100 17,933 0 0.00 4 -99.90 0.2513
2022-11-14 2022-09-30 13F AMGEN INC COM COM 031162100 17,933 -157 -0.87 4,042 -8.16 0.2512
2022-08-03 2022-06-30 13F AMGEN INC COM COM 031162100 18,090 385 2.17 4,401 2.80 0.2468
2022-05-04 2022-03-31 13F AMGEN INC COM COM 031162100 17,705 -87 -0.49 4,281 6.97 0.2195
2022-02-02 2021-12-31 13F AMGEN INC COM COM 031162100 17,792 159 0.90 4,002 6.75 0.1974
2021-11-02 2021-09-30 13F AMGEN INC COM COM 031162100 17,633 1,579 9.84 3,749 -4.19 0.2182
2021-08-06 2021-06-30 13F AMGEN INC COM COM 031162100 16,054 303 1.92 3,913 -0.15 0.2501
2021-05-11 2021-03-31 13F AMGEN INC COM COM 031162100 15,751 -42 -0.27 3,919 7.93 0.2723
2021-02-12 2020-12-31 13F AMGEN INC COM COM 031162100 15,793 -46 -0.29 3,631 -9.79 0.2701
2020-11-13 2020-09-30 13F AMGEN INC COM COM 031162100 15,839 486 3.17 4,025 11.16 0.3441
2020-08-11 2020-06-30 13F AMGEN INC COM COM 031162100 15,353 -5,252 -25.49 3,621 -13.31 0.3200
2020-05-05 2020-03-31 13F AMGEN INC COM COM 031162100 20,605 -327 -1.56 4,177 -17.22 0.4451
2020-02-07 2019-12-31 13F AMGEN INC COM COM 031162100 20,932 39 0.19 5,046 24.81 0.4497
2019-11-06 2019-09-30 13F AMGEN INC COM COM 031162100 20,893 19,445 1,342.89 4,043 1,419.92 0.4118
2019-07-31 2019-06-30 13F AMGEN INC COM COM 031162100 1,448 -367 -20.22 266 -22.67 0.0283
2019-05-01 2019-03-31 13F AMGEN INC COM COM 031162100 1,815 -283 -13.49 344 -15.69 0.0388
2019-02-13 2018-12-31 13F Amgen COM 031162100 2,098 2,098 408 0.0588
2017-08-14 2017-06-30 13F Amgen COM 031162100 0 -2,742 -100.00 0 -100.00
2017-05-18 2017-03-31 13F/A-2 Amgen COM 031162100 2,742 1,168 74.21 444 85.77 0.0714
2017-04-27 2017-03-31 13F/A-1 Amgen COM 031162100 2,742 0 444 0.0663
2017-04-24 2017-03-31 13F Amgen COM 031162100 2,742 444
2016-08-11 2016-06-30 13F/A-1 Amgen COM 031162100 1,574 1,574 239 0.0878
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.