Amgen Inc.
US ˙ NasdaqGS ˙ US0311621009

SecurityAMGN / Amgen Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership1,606 shares
Latest Disclosed Value $ 565,071
Bedel Financial Consulting, Inc. ownership in AMGN / Amgen Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 1,606 shares of Amgen Inc. (US:AMGN) valued at $565,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,606 shares of Amgen Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $561,425 USD.

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)
2026-05-04 2026-03-31 13F AMGEN COM 031162100 1,606 0 0.00 565 7.62 0.0628
2026-01-28 2025-12-31 13F AMGEN COM 031162100 1,606 0 0.00 526 15.89 0.0566
2025-11-07 2025-09-30 13F AMGEN COM 031162100 1,606 17 1.07 453 2.26 0.0579
2025-08-12 2025-06-30 13F AMGEN COM 031162100 1,589 0 0.00 444 3.26 0.0605
2025-05-07 2025-03-31 13F AMGEN COM 031162100 1,589 72 4.75 430 -7.94 0.0616
2025-02-06 2024-12-31 13F AMGEN COM 031162100 1,517 66 4.55 467 -0.21 0.0648
2024-11-12 2024-09-30 13F AMGEN COM 031162100 1,451 -6 -0.41 468 2.64 0.0660
2024-08-05 2024-06-30 13F AMGEN COM 031162100 1,457 10 0.69 455 10.71 0.0667
2024-05-07 2024-03-31 13F AMGEN COM 031162100 1,447 -5 -0.34 411 -1.67 0.0645
2024-02-13 2023-12-31 13F/A-1 AMGEN COM 031162100 1,452 5 0.35 418 7.73 0.0766
2024-02-08 2023-12-31 13F AMGEN COM 031162100 1,452 5 418 0.0766
2024-02-08 2023-09-30 13F AMGEN COM 031162100 1,447 0 0.00 389 20.87 0.0787
2023-08-10 2023-06-30 13F AMGEN COM 031162100 1,447 0 0.00 321 -8.02 0.0671
2023-05-02 2023-03-31 13F AMGEN COM 031162100 1,447 0 0.00 350 -8.16 0.0852
2023-02-07 2022-12-31 13F AMGEN COM 031162100 1,447 -56 -3.73 380 -8.65 0.0945
2022-11-08 2022-09-30 13F AMGEN COM 031162100 1,503 0 0.00 416 13.66 0.1103
2022-08-04 2022-06-30 13F AMGEN COM 031162100 1,503 0 0.00 366 0.83 0.1071
2022-04-19 2022-03-31 13F AMGEN COM 031162100 1,503 0 0.00 363 7.40 0.1141
2022-01-11 2021-12-31 13F AMGEN COM 031162100 1,503 0 0.00 338 5.63 0.1051
2021-10-12 2021-09-30 13F AMGEN COM 031162100 1,503 0 0.00 320 -12.57 0.1099
2021-08-03 2021-06-30 13F AMGEN COM 031162100 1,503 250 19.95 366 17.31 0.1274
2021-04-26 2021-03-31 13F AMGEN COM 031162100 1,253 100 8.67 312 17.74 0.1207
2021-02-02 2020-12-31 13F AMGEN COM 031162100 1,153 0 0.00 265 -9.56 0.1176
2020-10-20 2020-09-30 13F AMGEN COM 031162100 1,153 -10 -0.86 293 6.93 0.1465
2020-07-14 2020-06-30 13F AMGEN COM 031162100 1,163 -36 -3.00 274 12.76 0.1477
2020-05-06 2020-03-31 13F AMGEN COM 031162100 1,199 16 1.35 243 -14.74 0.1607
2020-01-28 2019-12-31 13F AMGEN COM 031162100 1,183 0 0.00 285 24.45 0.1616
2019-10-09 2019-09-30 13F AMGEN COM 031162100 1,183 12 1.02 229 6.02 0.1378
2019-08-01 2019-06-30 13F AMGEN COM 031162100 1,171 0 0.00 216 -2.70 0.1313
2019-05-02 2019-03-31 13F AMGEN COM 031162100 1,171 0 0.00 222 -2.63 0.1416
2019-01-28 2018-12-31 13F AMGEN COM 031162100 1,171 0 0.00 228 -3.39 0.1641
2018-11-01 2018-09-30 13F AMGEN COM 031162100 1,171 0 0.00 236 9.26 0.1575
2018-07-18 2018-06-30 13F AMGEN COM 031162100 1,171 0 0.00 216 8.00 0.1589
2018-05-03 2018-03-31 13F AMGEN COM 031162100 1,171 -75 -6.02 200 -7.83 0.1520
2018-02-06 2017-12-31 13F AMGEN COM 031162100 1,246 1,246 217 0.1953
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.