Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership57,972 shares
Latest Disclosed Value $ 20,397,352
CapWealth Advisors, LLC reports 52.73% increase in ownership of AMGN / Amgen Inc.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 57,972 shares of Amgen Inc. (MX:AMGN) valued at $20,397,352 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 37,957 shares of Amgen Inc.. This represents a change in shares of 52.73% 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)
2026-05-05 2026-03-31 13F AMGEN INC COM Stock 031162100 57,972 20,015 52.73 20,397 64.19 1.5141
2026-02-06 2025-12-31 13F/A-1 AMGEN INC COM Stock 031162100 37,957 1,293 3.53 12,424 20.08 0.8503
2026-02-02 2025-12-31 13F AMGEN INC COM Stock 031162100 37,957 1,293 12,424 0.8445
2026-02-06 2025-09-30 13F/A-2 AMGEN INC COM Stock 031162100 36,664 -203 -0.55 10,347 0.51 0.7124
2025-10-30 2025-09-30 13F/A-1 AMGEN INC COM Stock 031162100 36,664 -203 10,347 0.7071
2025-10-21 2025-09-30 13F AMGEN INC COM Stock 031162100 36,664 -203 10,347 0.9328
2025-07-29 2025-06-30 13F AMGEN INC COM Stock 031162100 36,867 1,748 4.98 10,294 -5.92 1.0134
2025-04-30 2025-03-31 13F AMGEN INC COM Stock 031162100 35,119 5,282 17.70 10,941 40.70 1.1847
2025-01-30 2024-12-31 13F AMGEN INC COM Stock 031162100 29,837 409 1.39 7,777 -17.98 0.8525
2024-10-31 2024-09-30 13F AMGEN INC COM Stock 031162100 29,428 1,229 4.36 9,482 7.62 1.0312
2024-08-05 2024-06-30 13F AMGEN INC COM Stock 031162100 28,199 -2,013 -6.66 8,811 2.57 1.1130
2024-05-03 2024-03-31 13F AMGEN INC COM Stock 031162100 30,212 224 0.75 8,590 -0.56 0.9642
2024-01-31 2023-12-31 13F AMGEN INC COM Stock 031162100 29,988 350 1.18 8,637 8.44 1.0534
2023-11-01 2023-09-30 13F AMGEN INC COM Stock 031162100 29,638 382 1.31 7,966 22.63 1.0222
2023-08-07 2023-06-30 13F AMGEN INC COM Stock 031162100 29,256 -89 -0.30 6,495 -8.44 0.7923
2023-05-02 2023-03-31 13F AMGEN INC COM Stock 031162100 29,345 -461 -1.55 7,094 -9.38 0.8849
2023-02-01 2022-12-31 13F AMGEN INC COM Stock 031162100 29,806 293 0.99 7,828 17.68 0.9200
2022-11-02 2022-09-30 13F AMGEN INC COM Stock 031162100 29,513 170 0.58 6,652 -6.82 0.8778
2022-08-05 2022-06-30 13F AMGEN INC COM Stock 031162100 29,343 1,553 5.59 7,139 6.24 0.8610
2022-05-04 2022-03-31 13F/A-2 AMGEN INC COM Stock 031162100 27,790 229 0.83 6,720 8.37 0.6879
2022-05-03 2022-03-31 13F/A-1 AMGEN INC COM Stock 031162100 27,790 229 6,720 0.6500
2022-05-02 2022-03-31 13F AMGEN INC COM Stock 031162100 27,790 229 6,720 0.7157
2022-02-10 2021-12-31 13F AMGEN INC COM COM 031162100 27,561 565 2.09 6,201 8.01 0.6309
2021-11-09 2021-09-30 13F AMGEN INC COM COM 031162100 26,996 -22,946 -45.95 5,741 -52.84 0.6289
2021-08-10 2021-06-30 13F AMGEN INC COM COM 031162100 49,942 1,471 3.03 12,173 0.94 1.3213
2021-05-03 2021-03-31 13F AMGEN INC COM COM 031162100 48,471 1,025 2.16 12,060 10.55 1.3723
2021-02-17 2020-12-31 13F/A-1 AMGEN INC COM COM 031162100 47,446 704 1.51 10,909 -8.17 1.3002
2021-02-02 2020-12-31 13F AMGEN INC COM COM 031162100 47,446 704 10,909 1,318,521.6700
2020-11-12 2020-09-30 13F AMGEN INC COM COM 031162100 46,742 597 1.29 11,880 9.15 1.5868
2020-08-12 2020-06-30 13F AMGEN INC COM COM 031162100 46,145 2,483 5.69 10,884 22.96 1.5382
2020-05-08 2020-03-31 13F/A-1 AMGEN INC COM COM 031162100 43,662 1,399 3.31 8,852 -13.11 1.5840
2020-05-08 2020-03-31 13F AMGEN COM 031162100 37,010 -5,253 6,820 975,170.3331
2020-02-18 2019-12-31 13F/A-1 AMGEN COM 031162100 42,263 443 1.06 10,188 25.89 1.2821
2020-02-06 2019-12-31 13F AMGEN COM 031162100 42,263 443 10,188 1,311,333.6139
2019-10-29 2019-09-30 13F AMGEN COM 031162100 41,820 4,810 13.00 8,093 18.67 1.0766
2019-08-13 2019-06-30 13F AMGEN COM 031162100 37,010 3,674 11.02 6,820 7.69 0.9752
2019-05-15 2019-03-31 13F AMGEN INC COM COM 031162100 33,336 4,442 15.37 6,333 12.59 0.9712
2019-02-15 2018-12-31 13F AMGEN INC COM COM 031162100 28,894 15,944 123.12 5,625 109.58 0.9885
2018-11-14 2018-09-30 13F AMGEN INC COM COM 031162100 12,950 2,252 21.05 2,684 35.90 0.4405
2018-08-15 2018-06-30 13F AMGEN INC COM COM 031162100 10,698 409 3.98 1,975 12.60 0.3538
2018-05-14 2018-03-31 13F/A-1 AMGEN COM 031162100 10,289 367 3.70 1,754 1.68 0.3392
2018-05-11 2018-03-31 13F AMGEN COM 031162100 9,922 0 1,725
2018-02-15 2017-12-31 13F AMGEN COM 031162100 9,922 112 1.14 1,725 -5.69 0.3105
2017-11-13 2017-09-30 13F AMGEN COM 031162100 9,810 -447 -4.36 1,829 3.51 0.3513
2017-08-14 2017-06-30 13F AMGEN COM 031162100 10,257 25 0.24 1,767 5.24 0.3542
2017-05-12 2017-03-31 13F AMGEN COM 031162100 10,232 10,232 1,679 0.3438
2017-02-14 2016-12-31 13F AMGEN COM 031162100 0 -908 -100.00 0 -100.00
2016-11-14 2016-09-30 13F AMGEN COM 031162100 908 -67 -6.87 151 2.03 0.0363
2016-08-03 2016-06-30 13F AMGEN COM 031162100 975 0 0.00 148 1.37 0.0362
2016-05-11 2016-03-31 13F AMGEN COM 031162100 975 0 0.00 146 -7.59 0.0371
2016-02-11 2015-12-31 13F AMGEN COM 031162100 975 -25 -2.50 158 14.49 0.0383
2015-11-12 2015-09-30 13F AMGEN COM 031162100 1,000 0 0.00 138 -10.39 0.0346
2015-08-14 2015-06-30 13F AMGEN COM 031162100 1,000 0 0.00 154 -3.75 0.0363
2015-05-12 2015-03-31 13F AMGEN COM 031162100 1,000 1,000 0.00 160 0.0376
2015-02-11 2014-12-31 13F AMGEN COM 031162100 0 -1,000 -100.00 0 -100.00
2014-11-12 2014-09-30 13F AMGEN COM 031162100 1,000 0 0.00 140 18.64 0.0318
2014-08-08 2014-06-30 13F AMGEN COM 031162100 1,000 0 0.00 118 -4.07 0.0270
2014-05-12 2014-03-31 13F AMGEN COM 031162100 1,000 0 0.00 123 7.89 0.0331
2014-02-13 2013-12-31 13F AMGEN COM 031162100 1,000 -30 -2.91 114 -0.87 0.0288
2013-11-13 2013-09-30 13F AMGEN COM 031162100 1,030 0 0.00 115 12.75 0.0320
2013-07-26 2013-06-30 13F AMGEN COM 031162100 1,030 1,030 102 0.0298
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.