Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership2,023 shares
Latest Disclosed Value $ 711,793
CRA Financial Services, LLC reports 0.55% increase in ownership of AMGN / Amgen Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 2,023 shares of Amgen Inc. (MX:AMGN) valued at $711,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,012 shares of Amgen Inc.. This represents a change in shares of 0.55% 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)
2026-04-09 2026-03-31 13F AMGEN COM 031162100 2,023 11 0.55 712 8.05 0.0924
2026-01-16 2025-12-31 13F AMGEN COM 031162100 2,012 -128 -5.98 659 9.12 0.0862
2025-10-16 2025-09-30 13F AMGEN COM 031162100 2,140 0 0.00 604 1.01 0.0826
2025-07-14 2025-06-30 13F AMGEN COM 031162100 2,140 -168 -7.28 598 -16.97 0.0913
2025-04-16 2025-03-31 13F AMGEN COM 031162100 2,308 -56 -2.37 719 16.72 0.1230
2025-01-31 2024-12-31 13F AMGEN COM 031162100 2,364 56 2.43 616 -17.09 0.1057
2024-10-10 2024-09-30 13F AMGEN COM 031162100 2,308 -12 -0.52 744 2.62 0.1364
2024-07-12 2024-06-30 13F AMGEN COM 031162100 2,320 12 0.52 725 10.37 0.1463
2024-04-17 2024-03-31 13F AMGEN COM 031162100 2,308 -13 -0.56 656 -1.80 0.1425
2024-02-01 2023-12-31 13F AMGEN COM 031162100 2,321 13 0.56 668 7.74 0.1636
2023-10-13 2023-09-30 13F AMGEN COM 031162100 2,308 48 2.12 620 23.75 0.1707
2023-07-11 2023-06-30 13F AMGEN COM 031162100 2,260 20 0.89 502 -7.39 0.1356
2023-04-06 2023-03-31 13F AMGEN COM 031162100 2,240 797 55.23 542 43.12 0.1608
2023-01-24 2022-12-31 13F AMGEN COM 031162100 1,443 65 4.72 379 21.54 0.1240
2022-10-24 2022-09-30 13F AMGEN COM 031162100 1,378 -277 -16.74 311 -22.83 0.1119
2022-07-21 2022-06-30 13F AMGEN COM 031162100 1,655 459 38.38 403 39.45 0.1381
2022-04-15 2022-03-31 13F AMGEN COM 031162100 1,196 -120 -9.12 289 -2.36 0.0869
2022-01-20 2021-12-31 13F AMGEN COM 031162100 1,316 100 8.22 296 14.29 0.0880
2021-10-12 2021-09-30 13F AMGEN COM 031162100 1,216 301 32.90 259 16.14 0.0876
2021-07-23 2021-06-30 13F AMGEN COM 031162100 915 -80 -8.04 223 -10.08 0.0775
2021-04-16 2021-03-31 13F AMGEN COM 031162100 995 0 0.00 248 8.30 0.0960
2021-01-27 2020-12-31 13F AMGEN COM 031162100 995 80 8.74 229 -1.72 0.0962
2020-10-14 2020-09-30 13F AMGEN COM 031162100 915 -1 -0.11 233 7.87 0.1114
2020-07-22 2020-06-30 13F AMGEN COM 031162100 916 -160 -14.87 216 -0.92 0.1141
2020-04-14 2020-03-31 13F AMGEN COM 031162100 1,076 40 3.86 218 -12.80 0.1395
2020-01-28 2019-12-31 13F AMGEN COM 031162100 1,036 0 0.00 250 25.00 0.1364
2019-11-07 2019-09-30 13F AMGEN COM 031162100 1,036 -333 -24.32 200 -20.95 0.1210
2019-07-24 2019-06-30 13F AMGEN COM 031162100 1,369 204 17.51 253 14.48 0.1520
2019-04-15 2019-03-31 13F AMGEN COM 031162100 1,165 62 5.62 221 3.27 0.1440
2019-02-08 2018-12-31 13F AMGEN COM 031162100 1,103 1,103 214 0.1545
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.