Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership24,846 shares
Latest Disclosed Value $ 8,742,073
Welch & Forbes Llc reports 0.34% decrease in ownership of AMGN / Amgen Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 24,846 shares of Amgen Inc. (CH:AMGN) valued at $8,742,073 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 24,931 shares of Amgen Inc.. This represents a change in shares of -0.34% 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)
2026-05-01 2026-03-31 13F AMGEN COM 031162100 24,846 -85 -0.34 8,742 7.13 0.1130
2026-02-10 2025-12-31 13F AMGEN COM 031162100 24,931 -225 -0.89 8,160 14.95 0.0989
2025-11-04 2025-09-30 13F AMGEN COM 031162100 25,156 -278 -1.09 7,099 -0.03 0.0855
2025-08-05 2025-06-30 13F AMGEN COM 031162100 25,434 309 1.23 7,101 -9.28 0.0887
2025-05-02 2025-03-31 13F AMGEN COM 031162100 25,125 -500 -1.95 7,828 17.21 0.1024
2025-02-07 2024-12-31 13F AMGEN COM 031162100 25,625 70 0.27 6,679 -18.90 0.0859
2024-11-04 2024-09-30 13F AMGEN COM 031162100 25,555 -370 -1.43 8,234 0.67 0.1048
2024-08-02 2024-06-30 13F AMGEN COM 031162100 25,925 -37 -0.14 8,180 10.81 0.1092
2024-05-03 2024-03-31 13F AMGEN COM 031162100 25,962 296 1.15 7,382 -0.15 0.1013
2024-02-06 2023-12-31 13F AMGEN COM 031162100 25,666 -15 -0.06 7,392 7.10 0.1117
2023-11-03 2023-09-30 13F AMGEN COM 031162100 25,681 -2,982 -10.40 6,902 8.47 0.1141
2023-07-28 2023-06-30 13F AMGEN COM 031162100 28,663 -137 -0.48 6,364 -8.60 0.1004
2023-04-14 2023-03-31 13F AMGEN COM 031162100 28,800 -397 -1.36 6,962 -9.21 0.1179
2023-02-02 2022-12-31 13F AMGEN COM 031162100 29,197 -79 -0.27 7,668 16.20 0.1374
2022-10-31 2022-09-30 13F AMGEN COM 031162100 29,276 -1,184 -3.89 6,599 -10.97 0.1289
2022-07-22 2022-06-30 13F AMGEN COM 031162100 30,460 -711 -2.28 7,412 -1.67 0.1356
2022-04-25 2022-03-31 13F AMGEN COM 031162100 31,171 -110 -0.35 7,538 7.10 0.1188
2022-01-19 2021-12-31 13F AMGEN COM 031162100 31,281 -3,617 -10.36 7,038 -5.16 0.1054
2021-10-13 2021-09-30 13F AMGEN COM 031162100 34,898 -1,421 -3.91 7,421 -16.18 0.1233
2021-07-22 2021-06-30 13F AMGEN COM 031162100 36,319 360 1.00 8,853 -1.05 0.1496
2021-04-14 2021-03-31 13F AMGEN COM 031162100 35,959 -1,449 -3.87 8,947 4.02 0.1652
2021-01-20 2020-12-31 13F AMGEN COM 031162100 37,408 -432 -1.14 8,601 -10.56 0.1683
2020-10-23 2020-09-30 13F AMGEN COM 031162100 37,840 -659 -1.71 9,617 5.91 0.2075
2020-07-15 2020-06-30 13F AMGEN COM 031162100 38,499 -1,558 -3.89 9,080 11.82 0.2127
2020-04-17 2020-03-31 13F AMGEN COM 031162100 40,057 5,573 16.16 8,120 -2.32 0.2268
2020-01-17 2019-12-31 13F AMGEN COM 031162100 34,484 140 0.41 8,313 25.08 0.1850
2019-10-11 2019-09-30 13F AMGEN COM 031162100 34,344 268 0.79 6,646 5.84 0.1586
2019-07-12 2019-06-30 13F AMGEN COM 031162100 34,076 -40 -0.12 6,279 -3.12 0.1529
2019-04-29 2019-03-31 13F AMGEN COM 031162100 34,116 -4,710 -12.13 6,481 -14.25 0.1626
2019-02-05 2018-12-31 13F AMGEN COM 031162100 38,826 -828 -2.09 7,558 -8.05 0.2131
2018-10-17 2018-09-30 13F AMGEN COM 031162100 39,654 -345 -0.86 8,220 11.32 0.1959
2018-07-16 2018-06-30 13F AMGEN COM 031162100 39,999 -29 -0.07 7,384 8.21 0.1909
2018-04-12 2018-03-31 13F AMGEN COM 031162100 40,028 -1,362 -3.29 6,824 -5.20 0.1758
2018-01-26 2017-12-31 13F AMGEN COM 031162100 41,390 79 0.19 7,198 -6.54 0.1921
2017-11-13 2017-09-30 13F AMGEN COM 031162100 41,311 -819 -1.94 7,702 6.13 0.2027
2017-07-31 2017-06-30 13F AMGEN COM 031162100 42,130 268 0.64 7,257 5.66 0.2028
2017-07-31 2017-03-31 13F/A-1 AMGEN COM 031162100 41,862 630 1.53 6,868 13.93 0.1966
2017-04-27 2017-03-31 13F AMGEN COM 031162100 41,862 6,868
2017-02-07 2016-12-31 13F AMGEN COM 031162100 41,232 41,232 0.00 6,028 0.1804
2016-11-02 2016-09-30 13F AMGEN COM 031162100 0 -39,935 -100.00 0 -100.00
2016-08-02 2016-06-30 13F AMGEN COM 031162100 39,935 150 0.38 6,076 1.86 0.1852
2016-05-05 2016-03-31 13F AMGEN COM 031162100 39,785 -528 -1.31 5,965 -8.85 0.1858
2016-01-27 2015-12-31 13F AMGEN COM 031162100 40,313 875 2.22 6,544 19.96 0.2100
2015-11-05 2015-09-30 13F AMGEN COM 031162100 39,438 -2,340 -5.60 5,455 -14.94 0.1821
2015-08-11 2015-06-30 13F AMGEN COM 031162100 41,778 -1,349 -3.13 6,413 -6.96 0.1995
2015-04-30 2015-03-31 13F AMGEN COM 031162100 43,127 43,127 0.00 6,893 0.2071
2015-01-27 2014-12-31 13F AMGEN COM 031162100 0 -46,560 -100.00 0 -100.00
2014-10-27 2014-09-30 13F AMGEN COM 031162100 46,560 298 0.64 6,540 14.62 0.1996
2014-05-01 2014-03-31 13F AMGEN COM 031162100 46,262 -1,148 -2.42 5,706 5.51 0.1807
2014-01-17 2013-12-31 13F AMGEN COM 031162100 47,410 -495 -1.03 5,408 0.86 0.1712
2013-10-31 2013-09-30 13F AMGEN COM 031162100 47,905 1,429 3.07 5,362 16.95 0.1805
2013-08-08 2013-06-30 13F AMGEN COM 031162100 46,476 46,476 4,585 0.1639
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.