Allied Investment Advisors’s Amrize Ltd AMRZ Stock Holding History

Allied Investment Advisors’s Portfolio AMRZ Stock Details AMRZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.9M	Buy	264,812 +24,363	+10%	+$1.11M	0.94%	44
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

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Allied Investment Advisors's AMRZ Position: Q3 2026 in Review

Allied Investment Advisors increased its Amrize Ltd (AMRZ) stake by 10% in Q3 2026, buying an estimated $1.11M and bringing the position to 264,812 shares worth $9.9M. The position accounts for 0.94% of the portfolio, ranked #44.

Allied Investment Advisors first reported a position in AMRZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.8M in Q2 2026. 21 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

Allied Investment Advisors held 264,812 shares of Amrize Ltd worth $9.9M as of Q3 2026.
Allied Investment Advisors bought 24,363 Amrize Ltd shares in Q3 2026, an estimated $1.11M.
Amrize Ltd made up 0.94% of Allied Investment Advisors's portfolio in Q3 2026, its #44 holding.
Allied Investment Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 5 quarters since.
Allied Investment Advisors's Amrize Ltd position peaked at $12.8M in Q2 2026.
21 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.