Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership48,008 shares
Latest Disclosed Value $ 16,891,465
EP Wealth Advisors, Inc. reports 2.24% increase in ownership of AMGN / Amgen Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 48,008 shares of Amgen Inc. (MX:AMGN) valued at $16,891,465 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 46,954 shares of Amgen Inc.. This represents a change in shares of 2.24% 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)
2026-05-14 2026-03-31 13F AMGEN COM 031162100 48,008 1,054 2.24 16,891 9.91 0.0830
2026-02-18 2025-12-31 13F AMGEN COM 031162100 46,954 3,857 8.95 15,369 27.72 0.0798
2025-08-14 2025-06-30 13F AMGEN COM 031162100 43,097 3,274 8.22 12,033 -3.01 0.0791
2025-05-15 2025-03-31 13F AMGEN COM 031162100 39,823 8,317 26.40 12,407 51.09 0.0991
2025-02-14 2024-12-31 13F AMGEN COM 031162100 31,506 -1,346 -4.10 8,212 -22.43 0.0670
2024-11-15 2024-09-30 13F AMGEN COM 031162100 32,852 3,024 10.14 10,585 13.59 0.0910
2024-08-19 2024-06-30 13F AMGEN COM 031162100 29,828 6,059 25.49 9,320 37.90 0.0990
2024-05-14 2024-03-31 13F AMGEN COM 031162100 23,769 2,353 10.99 6,758 9.57 0.0790
2024-02-28 2023-12-31 13F AMGEN COM 031162100 21,416 -2,496 -10.44 6,168 -4.01 0.0787
2023-11-24 2023-09-30 13F AMGEN COM 031162100 23,912 3,944 19.75 6,427 39.12 0.0997
2023-08-14 2023-06-30 13F AMGEN COM 031162100 19,968 0 0.00 4,620 -4.31 0.0666
2023-06-05 2023-03-31 13F AMGEN COM 031162100 19,968 -7,316 -26.81 4,827 -32.63 0.0830
2023-06-12 2022-12-31 13F AMGEN COM 031162100 27,284 -1,491 -5.18 7,166 10.47 0.1291
2022-12-02 2022-09-30 13F AMGEN COM 031162100 28,775 8,170 39.65 6,486 29.38 0.1471
2022-08-11 2022-06-30 13F AMGEN COM 031162100 20,605 73 0.36 5,013 0.97 0.1129
2022-05-20 2022-03-31 13F AMGEN COM 031162100 20,532 -170 -0.82 4,965 6.61 0.1090
2022-02-17 2021-12-31 13F AMGEN COM 031162100 20,702 758 3.80 4,657 9.81 0.1101
2021-11-23 2021-09-30 13F/A-1 AMGEN COM 031162100 19,944 313 1.59 4,241 -11.37 0.1163
2021-11-16 2021-09-30 13F AMGEN COM 031162100 1,528 -18,103 4,241 0.1163
2021-08-24 2021-06-30 13F AMGEN COM 031162100 19,631 -637 -3.14 4,785 -5.12 0.1327
2021-05-17 2021-03-31 13F AMGEN COM 031162100 20,268 -835 -3.96 5,043 3.94 0.1603
2021-02-18 2020-12-31 13F AMGEN COM 031162100 21,103 533 2.59 4,852 -7.19 0.1706
2020-11-17 2020-09-30 13F AMGEN COM 031162100 20,570 -1,821 -8.13 5,228 -1.00 0.2249
2020-08-14 2020-06-30 13F AMGEN COM 031162100 22,391 4,081 22.29 5,281 42.27 0.2255
2020-05-18 2020-03-31 13F AMGEN COM 031162100 18,310 3,006 19.64 3,712 0.62 0.1817
2020-02-14 2019-12-31 13F AMGEN COM 031162100 15,304 2,296 17.65 3,689 46.56 0.1519
2019-11-18 2019-09-30 13F AMGEN COM 031162100 13,008 13,008 -15.00 2,517 -31.77 0.1248
2019-08-27 2019-06-30 13F AMGEN COM 031162100 0 -13,598 -100.00 0 -100.00
2019-05-20 2019-03-31 13F AMGEN COM 031162100 13,598 998 7.92 2,583 5.30 0.2484
2019-02-15 2018-12-31 13F AMGEN COM 031162100 12,600 1,470 13.21 2,453 6.33 0.1892
2018-11-15 2018-09-30 13F AMGEN COM 031162100 11,130 5,467 96.54 2,307 120.77 0.1803
2018-08-14 2018-06-30 13F AMGEN COM 031162100 5,663 -759 -11.82 1,045 -4.57 0.0986
2018-05-15 2018-03-31 13F AMGEN COM 031162100 6,422 413 6.87 1,095 4.78 0.1058
2018-02-15 2017-12-31 13F AMGEN COM 031162100 6,009 -55,907 -90.29 1,045 -90.95 0.1103
2017-11-15 2017-09-30 13F AMGEN COM 031162100 61,916 2,515 4.23 11,544 12.83 1.3333
2017-08-17 2017-06-30 13F AMGEN COM 031162100 59,401 2,613 4.60 10,231 9.81 1.2540
2017-05-15 2017-03-31 13F AMGEN COM 031162100 56,788 4,725 9.08 9,317 35.07 1.2851
2017-02-15 2016-12-31 13F AMGEN COM 031162100 52,063 -6,625 -11.29 6,898 -29.54 1.0081
2016-11-14 2016-09-30 13F AMGEN COM 031162100 58,688 -315 -0.53 9,790 9.06 1.5298
2016-08-15 2016-06-30 13F AMGEN COM 031162100 59,003 43,968 292.44 8,977 298.27 1.4305
2016-05-16 2016-03-31 13F AMGEN COM 031162100 15,035 1,410 10.35 2,254 1.90 0.3457
2016-02-16 2015-12-31 13F AMGEN COM 031162100 13,625 88 0.65 2,212 18.16 0.3718
2015-11-17 2015-09-30 13F AMGEN COM 031162100 13,537 -59 -0.43 1,872 -10.30 0.3568
2015-08-14 2015-06-30 13F Amgen Common 031162100 13,596 226 1.69 2,087 -2.34 0.3912
2015-05-15 2015-03-31 13F Amgen Common 031162100 13,370 -534 -3.84 2,137 -3.52 0.4019
2015-02-17 2014-12-31 13F Amgen Common 031162100 13,904 1,431 11.47 2,215 26.43 0.3650
2014-11-12 2014-09-30 13F Amgen Common 031162100 12,473 -97 -0.77 1,752 17.74 0.2837
2014-07-25 2014-06-30 13F Amgen Common 031162100 12,570 -148 -1.16 1,488 -5.16 0.3458
2014-05-15 2014-03-31 13F AmgenInc. Common 031162100 12,718 211 1.69 1,569 9.95 0.4291
2014-02-14 2013-12-31 13F Amgen Common 031162100 12,507 -99 -0.79 1,427 1.13 0.3701
2013-11-14 2013-09-30 13F Amgen Common 031162100 12,606 -399 -3.07 1,411 9.98 0.4433
2013-08-14 2013-06-30 13F Amgen Common 031162100 13,005 13,005 1,283 0.4629
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.