Amgen Inc.
CH ˙ SWX ˙ NL0000888691
SecurityCH:AMGN / Amgen Inc.
InstitutionWendell David Associates Inc
Latest Disclosed Ownership10,793 shares
Latest Disclosed Value $ 3,798
Wendell David Associates Inc reports 0.32% decrease in ownership of AMGN / Amgen Inc.

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 10,793 shares of Amgen Inc. (CH:AMGN) valued at $3,798 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 10,828 shares of Amgen Inc.. This represents a change in shares of -0.32% 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)
2026-04-23 2026-03-31 13F Amgen COMM 031162100 10,793 -35 -0.32 4 0.00 0.4133
2026-01-30 2025-12-31 13F Amgen COMM 031162100 10,828 -36 -0.33 4 0.00 0.3600
2025-10-30 2025-09-30 13F Amgen COMM 031162100 10,864 0 0.00 3 0.00 0.3027
2025-07-29 2025-06-30 13F Amgen COMM 031162100 10,864 -21 -0.19 3 0.00 0.3050
2025-04-18 2025-03-31 13F Amgen COMM 031162100 10,885 -662 -5.73 3 0.00 0.3383
2025-01-17 2024-12-31 13F Amgen COMM 031162100 11,547 0 0.00 3 0.00 0.2976
2024-10-21 2024-09-30 13F Amgen COMM 031162100 11,547 124 1.09 4 0.00 0.3559
2024-07-22 2024-06-30 13F Amgen COMM 031162100 11,423 -25 -0.22 4 0.00 0.3637
2024-04-22 2024-03-31 13F Amgen COMM 031162100 11,448 23 0.20 3 0.00 0.3289
2024-01-22 2023-12-31 13F Amgen COMM 031162100 11,425 30 0.26 3 0.00 0.3545
2023-10-20 2023-09-30 13F Amgen COMM 031162100 11,395 0 0.00 3 50.00 0.3604
2023-07-20 2023-06-30 13F Amgen COMM 031162100 11,395 -20 -0.18 3 0.00 0.2858
2023-04-19 2023-03-31 13F Amgen COMM 031162100 11,415 0 0.00 3 0.00 0.3273
2023-01-17 2022-12-31 13F Amgen COMM 031162100 11,415 0 0.00 3 -99.92 0.3685
2022-10-18 2022-09-30 13F Amgen COMM 031162100 11,415 -115 -1.00 2,573 -8.27 0.3462
2022-07-14 2022-06-30 13F Amgen COMM 031162100 11,530 -400 -3.35 2,805 -2.77 0.3567
2022-04-22 2022-03-31 13F Amgen COMM 031162100 11,930 0 0.00 2,885 7.49 0.3212
2022-01-24 2021-12-31 13F Amgen COMM 031162100 11,930 631 5.58 2,684 11.69 0.2715
2021-10-19 2021-09-30 13F Amgen COMM 031162100 11,299 0 0.00 2,403 -12.75 0.2679
2021-07-19 2021-06-30 13F Amgen COMM 031162100 11,299 -18 -0.16 2,754 -2.20 0.3083
2021-04-20 2021-03-31 13F Amgen COMM 031162100 11,317 1 0.01 2,816 8.22 0.3389
2021-01-22 2020-12-31 13F Amgen COMM 031162100 11,316 -171 -1.49 2,602 -10.89 0.3181
2020-10-20 2020-09-30 13F Amgen COMM 031162100 11,487 0 0.00 2,920 7.79 0.3892
2020-07-17 2020-06-30 13F Amgen COMM 031162100 11,487 0 0.00 2,709 16.32 0.3926
2020-04-16 2020-03-31 13F Amgen COMM 031162100 11,487 -76 -0.66 2,329 -16.43 0.3940
2020-01-17 2019-12-31 13F Amgen COMM 031162100 11,563 0 0.00 2,787 24.53 0.3839
2019-10-22 2019-09-30 13F Amgen COMM 031162100 11,563 0 0.00 2,238 5.02 0.3277
2019-07-16 2019-06-30 13F Amgen COMM 031162100 11,563 0 0.00 2,131 -3.00 0.3197
2019-04-11 2019-03-31 13F Amgen COMM 031162100 11,563 34 0.29 2,197 -2.09 0.3420
2019-01-17 2018-12-31 13F Amgen COMM 031162100 11,529 -435 -3.64 2,244 -9.52 0.4039
2018-10-12 2018-09-30 13F Amgen COMM 031162100 11,964 0 0.00 2,480 12.32 0.3862
2018-07-16 2018-06-30 13F Amgen COMM 031162100 11,964 0 0.00 2,208 8.24 0.3768
2018-04-11 2018-03-31 13F Amgen COMM 031162100 11,964 -99 -0.82 2,040 -2.76 0.3674
2018-01-16 2017-12-31 13F Amgen COMM 031162100 12,063 -237 -1.93 2,098 -8.50 0.3594
2017-10-17 2017-09-30 13F Amgen COMM 031162100 12,300 -200 -1.60 2,293 6.50 0.4052
2017-07-18 2017-06-30 13F Amgen COMM 031162100 12,500 0 0.00 2,153 4.97 0.4057
2017-04-20 2017-03-31 13F Amgen COMM 031162100 12,500 0 0.00 2,051 12.20 0.3921
2017-01-23 2016-12-31 13F Amgen COMM 031162100 12,500 0 0.00 1,828 -12.33 0.3609
2016-10-18 2016-09-30 13F/A-1 Amgen COMM 031162100 12,500 0 0.00 2,085 9.74 0.4113
2016-10-18 2016-09-30 13F Amgen COMM 031162100 12,500 1,900
2016-07-18 2016-06-30 13F Amgen COMM 031162100 12,500 35 0.28 1,900 1.60 0.3729
2016-04-19 2016-03-31 13F Amgen COMM 031162100 12,465 0 0.00 1,870 -7.38 0.3631
2016-01-19 2015-12-31 13F/A-1 Amgen COMM 031162100 12,465 0 0.00 2,019 17.38 0.3983
2016-01-19 2015-12-31 13F Amgen COMM 031162100 12,465 2,019
2015-10-16 2015-09-30 13F Amgen COMM 031162100 12,465 -300 -2.35 1,720 -12.51 0.3530
2015-07-20 2015-06-30 13F Amgen COMM 031162100 12,765 -100 -0.78 1,966 -4.47 0.3814
2015-04-20 2015-03-31 13F Amgen COMM 031162100 12,865 0 0.00 2,058 0.59 0.3957
2015-01-22 2014-12-31 13F Amgen COMM 031162100 12,865 0 0.00 2,046 13.60 0.3993
2014-10-21 2014-09-30 13F Amgen COMM 031162100 12,865 25 0.19 1,801 18.88 0.3754
2014-07-30 2014-06-30 13F/A-1 Amgen COMM 031162100 12,840 0 0.00 1,515 -4.05 0.3188
2014-07-24 2014-06-30 13F Amgen COMM 031162100 12,840 1,579
2014-04-17 2014-03-31 13F Amgen COMM 031162100 12,840 200 1.58 1,579 9.58 0.3433
2014-01-21 2013-12-31 13F Amgen COMM 031162100 12,640 100 0.80 1,441 2.64 0.3161
2013-10-22 2013-09-30 13F/A-1 Amgen COMM 031162100 12,540 207 1.68 1,404 14.99 0.3367
2013-10-21 2013-09-30 13F Amgen COMM 031162100 1,404 1,404
2013-07-19 2013-06-30 13F Amgen COMM 031162100 12,333 12,333 1,221 0.3050
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.