Amgen Inc.
MX ˙ BMV ˙ NL0000888691
SecurityMX:AMGN / Amgen Inc.
InstitutionIAM Advisory, LLC
Latest Disclosed Ownership7,392 shares
Latest Disclosed Value $ 2,600,705
IAM Advisory, LLC reports 0.86% decrease in ownership of AMGN / Amgen Inc.

On April 10, 2026 - IAM Advisory, LLC filed a 13F-HR form disclosing ownership of 7,392 shares of Amgen Inc. (MX:AMGN) valued at $2,600,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 7,456 shares of Amgen Inc.. This represents a change in shares of -0.86% 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)
2026-04-10 2026-03-31 13F AMGEN COM 031162100 7,392 -64 -0.86 2,601 6.56 0.5827
2026-01-07 2025-12-31 13F AMGEN COM 031162100 7,456 0 0.00 2,441 15.97 0.5423
2025-10-20 2025-09-30 13F AMGEN COM 031162100 7,456 162 2.22 2,104 3.34 0.4732
2025-07-08 2025-06-30 13F AMGEN COM 031162100 7,294 174 2.44 2,036 -8.21 0.4888
2025-04-11 2025-03-31 13F AMGEN COM 031162100 7,120 -8 -0.11 2,218 19.44 0.5761
2025-01-15 2024-12-31 13F AMGEN COM 031162100 7,128 109 1.55 1,858 -17.87 0.4708
2024-10-07 2024-09-30 13F AMGEN COM 031162100 7,019 -2 -0.03 2,262 3.10 0.5716
2024-07-12 2024-06-30 13F AMGEN COM 031162100 7,021 102 1.47 2,194 11.49 0.5946
2024-04-15 2024-03-31 13F AMGEN COM 031162100 6,919 138 2.04 1,967 0.72 0.5389
2024-01-12 2023-12-31 13F AMGEN COM 031162100 6,781 167 2.52 1,953 9.90 0.6134
2023-10-10 2023-09-30 13F AMGEN COM 031162100 6,614 221 3.46 1,778 25.23 0.6209
2023-07-13 2023-06-30 13F AMGEN COM 031162100 6,393 399 6.66 1,419 -2.07 0.4842
2023-04-10 2023-03-31 13F AMGEN COM 031162100 5,994 594 11.00 1,449 2.19 0.5006
2023-01-18 2022-12-31 13F AMGEN INC COM Stock 031162100 5,400 195 3.75 1,418 20.89 0.5213
2022-10-17 2022-09-30 13F AMGEN INC COM Stock 031162100 5,205 407 8.48 1,173 0.51 0.4956
2022-07-12 2022-06-30 13F AMGEN INC COM Stock 031162100 4,798 194 4.21 1,167 4.85 0.4794
2022-04-14 2022-03-31 13F AMGEN INC COM Stock 031162100 4,604 167 3.76 1,113 8.90 0.4521
2022-01-19 2021-12-31 13F AMGEN INC COM Stock 031162100 4,437 525 13.42 1,022 26.33 0.4042
2021-10-14 2021-09-30 13F AMGEN INC COM Stock 031162100 3,912 3,912 809 0.3434
2021-07-20 2021-06-30 13F AMGEN INC COM Stock 031162100 0 -3,563 -100.00 0 -100.00
2021-05-10 2021-03-31 13F AMGEN INC COM Stock 031162100 3,563 188 5.57 874 9.25 0.3811
2021-02-08 2020-12-31 13F AMGEN INC COM Stock 031162100 3,375 3,375 800 0.4019
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.