Allied Investment Advisors’s Amrize Ltd AMRZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.8M Buy
240,449
+20,182
+9% +$1.09M 1.61% 30
2026
Q1
$12.3M Buy
220,267
+12,619
+6% +$724K 1.77% 25
2025
Q4
$11.2M Buy
207,648
+11,570
+6% +$590K 1.74% 27
2025
Q3
$9.52M Buy
+196,078
New +$10M 1.51% 34

Other funds holding AMRZ

Allied Investment Advisors's AMRZ Position: Q2 2026 in Review

Allied Investment Advisors increased its Amrize Ltd (AMRZ) stake by 9.2% in Q2 2026, buying an estimated $1.09M and bringing the position to 240,449 shares worth $12.8M. The position accounts for 1.61% of the portfolio, ranked #30.

Allied Investment Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Allied Investment Advisors held 240,449 shares of Amrize Ltd worth $12.8M as of Q2 2026.
  • Allied Investment Advisors bought 20,182 Amrize Ltd shares in Q2 2026, an estimated $1.09M.
  • Amrize Ltd made up 1.61% of Allied Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Allied Investment Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.