Amgen Inc.
GB ˙ BATS-CHIXE ˙ NL0000888691
SecurityGB:AMGD / Amgen Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership15,454 shares
Latest Disclosed Value $ 5,437,568
Ritholtz Wealth Management reports 6.62% increase in ownership of AMGD / Amgen Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 15,454 shares of Amgen Inc. (GB:AMGD) valued at $5,437,568 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 14,494 shares of Amgen Inc.. This represents a change in shares of 6.62% 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)
2026-04-20 2026-03-31 13F AMGEN COM 031162100 15,454 960 6.62 5,438 14.63 0.0943
2026-01-23 2025-12-31 13F AMGEN COM 031162100 14,494 520 3.72 4,744 20.29 0.0866
2025-10-28 2025-09-30 13F AMGEN COM 031162100 13,974 -73 -0.52 3,943 0.54 0.0767
2025-07-28 2025-06-30 13F AMGEN COM 031162100 14,047 957 7.31 3,922 -3.83 0.0866
2025-04-17 2025-03-31 13F AMGEN COM 031162100 13,090 2,159 19.75 4,078 43.19 0.1218
2025-01-15 2024-12-31 13F AMGEN COM 031162100 10,931 -1,434 -11.60 2,849 -28.51 0.0837
2024-10-10 2024-09-30 13F AMGEN COM 031162100 12,365 88 0.72 3,984 3.86 0.1201
2024-08-01 2024-06-30 13F AMGEN COM 031162100 12,277 25 0.20 3,836 10.13 0.1266
2024-04-24 2024-03-31 13F AMGEN COM 031162100 12,252 109 0.90 3,484 -0.40 0.1202
2024-01-18 2023-12-31 13F AMGEN COM 031162100 12,143 -1,826 -13.07 3,497 -6.85 0.1357
2023-10-13 2023-09-30 13F AMGEN COM 031162100 13,969 1,445 11.54 3,754 35.04 0.1686
2023-07-17 2023-06-30 13F AMGEN COM 031162100 12,524 -12,509 -49.97 2,781 -54.06 0.1251
2023-04-20 2023-03-31 13F AMGEN COM 031162100 25,033 -511 -2.00 6,052 -9.79 0.3016
2023-01-19 2022-12-31 13F AMGEN COM 031162100 25,544 8,987 54.28 6,709 79.74 0.3745
2022-10-19 2022-09-30 13F AMGEN COM 031162100 16,557 3,691 28.69 3,732 19.23 0.1982
2022-07-15 2022-06-30 13F AMGEN COM 031162100 12,866 1,334 11.57 3,130 12.23 0.1972
2022-04-14 2022-03-31 13F AMGEN COM 031162100 11,532 3,490 43.40 2,789 54.17 0.1885
2022-01-18 2021-12-31 13F AMGEN COM 031162100 8,042 2,256 38.99 1,809 47.07 0.1125
2021-10-14 2021-09-30 13F AMGEN COM 031162100 5,786 -195 -3.26 1,230 -15.64 0.0853
2021-07-20 2021-06-30 13F AMGEN COM 031162100 5,981 424 7.63 1,458 5.42 0.1050
2021-05-12 2021-03-31 13F AMGEN COM 031162100 5,557 1,070 23.85 1,383 34.01 0.1151
2021-01-19 2020-12-31 13F AMGEN COM 031162100 4,487 -689 -13.31 1,032 -21.58 0.0988
2020-10-23 2020-09-30 13F AMGEN COM 031162100 5,176 450 9.52 1,316 18.03 0.1478
2020-07-15 2020-06-30 13F AMGEN COM 031162100 4,726 464 10.89 1,115 29.05 0.1436
2020-04-09 2020-03-31 13F AMGEN COM 031162100 4,262 478 12.63 864 -5.26 0.1385
2020-01-17 2019-12-31 13F AMGEN COM 031162100 3,784 86 2.33 912 27.37 0.1330
2019-10-17 2019-09-30 13F AMGEN COM 031162100 3,698 35 0.96 716 6.07 0.1163
2019-07-15 2019-06-30 13F AMGEN COM 031162100 3,663 -22 -0.60 675 -3.57 0.1153
2019-04-12 2019-03-31 13F AMGEN COM 031162100 3,685 63 1.74 700 -0.71 0.1282
2019-01-18 2018-12-31 13F AMGEN COM 031162100 3,622 164 4.74 705 -1.67 0.1598
2018-10-12 2018-09-30 13F AMGEN COM 031162100 3,458 3,458 717 0.1816
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.