Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership146,737 shares
Latest Disclosed Value $ 51,629,533
NewEdge Wealth, LLC reports 3.02% increase in ownership of AMGN / Amgen Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 146,737 shares of Amgen Inc. (MX:AMGN) valued at $51,629,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 142,438 shares of Amgen Inc.. This represents a change in shares of 3.02% 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)
2026-05-13 2026-03-31 13F AMGEN COM 031162100 146,737 4,299 3.02 51,630 10.74 0.6150
2026-02-03 2025-12-31 13F AMGEN COM 031162100 142,438 7,521 5.57 46,621 8.03 0.5267
2025-11-07 2025-09-30 13F AMGEN COM 031162100 134,917 4,018 3.07 43,155 15.80 0.6187
2025-08-11 2025-06-30 13F AMGEN COM 031162100 130,899 15,081 13.02 37,267 3.28 0.5837
2025-05-09 2025-03-31 13F AMGEN COM 031162100 115,818 33,622 40.90 36,083 68.43 0.6535
2025-02-05 2024-12-31 13F AMGEN COM 031162100 82,196 9,113 12.47 21,423 -9.02 0.3715
2024-11-12 2024-09-30 13F AMGEN COM 031162100 73,083 4,640 6.78 23,548 10.12 0.4249
2024-08-02 2024-06-30 13F AMGEN COM 031162100 68,443 280 0.41 21,385 12.70 0.4632
2024-05-06 2024-03-31 13F AMGEN COM 031162100 68,163 7,076 11.58 18,976 7.85 0.4257
2024-01-29 2023-12-31 13F AMGEN COM 031162100 61,087 6,908 12.75 17,594 20.83 0.4497
2023-11-08 2023-09-30 13F AMGEN COM 031162100 54,179 7,712 16.60 14,561 41.15 0.4614
2023-08-09 2023-06-30 13F AMGEN COM 031162100 46,467 2,610 5.95 10,317 -2.70 0.3446
2023-05-08 2023-03-31 13F AMGEN COM 031162100 43,857 4,183 10.54 10,602 1.76 0.4024
2023-02-14 2022-12-31 13F AMGEN COM 031162100 39,674 2,323 6.22 10,420 23.76 0.4487
2022-11-14 2022-09-30 13F AMGEN COM 031162100 37,351 563 1.53 8,419 -5.93 0.3982
2022-08-09 2022-06-30 13F AMGEN COM 031162100 36,788 6,069 19.76 8,950 20.47 0.4065
2022-05-10 2022-03-31 13F AMGEN COM 031162100 30,719 17,960 140.76 7,429 158.85 0.3298
2022-01-31 2021-12-31 13F AMGEN COM 031162100 12,759 -15,073 -54.16 2,870 -51.50 0.1203
2021-11-12 2021-09-30 13F AMGEN COM 031162100 27,832 980 3.65 5,918 -9.58 0.3522
2021-08-11 2021-06-30 13F AMGEN COM 031162100 26,852 2,474 10.15 6,545 7.91 0.4998
2021-05-13 2021-03-31 13F AMGEN COM 031162100 24,378 17,111 235.46 6,065 262.96 0.6029
2021-05-13 2020-12-31 13F AMGEN COM 031162100 7,267 7,267 1,671 0.5141
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.