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Azimuth Capital Investment Management’s Brookfield Asset Management BAM Stock Holding History

Azimuth Capital Investment Management’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25M Buy
95,613
+2,671
+3% +$130K 0.16% 154
2025
Q4 		$4.87M Buy
92,942
+809
+0.9% +$43.5K 0.17% 148
2025
Q3 		$5.25M Buy
92,133
+1,115
+1% +$66.3K 0.19% 136
2025
Q2 		$5.03M Sell
91,018
-76,862
-46% -$4.13M 0.19% 143
2025
Q1 		$8.13M Sell
167,880
-19,650
-10% -$1.07M 0.32% 116
2024
Q4 		$10.2M Sell
187,530
-1,740
-0.9% -$94K 0.4% 85
2024
Q3 		$8.95M Sell
189,270
-4,535
-2% -$190K 0.35% 98
2024
Q2 		$7.37M Buy
193,805
+1,990
+1% +$78.2K 0.3% 108
2024
Q1 		$8.06M Buy
191,815
+94,757
+98% +$3.83M 0.33% 104
2023
Q4 		$3.9M Sell
97,058
-1,633
-2% -$55.2K 0.18% 151
2023
Q3 		$3.29M Buy
98,691
+1,242
+1% +$41.9K 0.16% 165
2023
Q2 		$3.18M Buy
97,449
+328
+0.3% +$10.5K 0.15% 170
2023
Q1 		$3.18M Buy
97,121
+74,001
+320% +$2.4M 0.16% 172
2022
Q4 		$663K Buy
+23,120
New +$696K 0.03% 234

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Azimuth Capital Investment Management's BAM Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Brookfield Asset Management (BAM) stake by 2.9% in Q1 2026, buying an estimated $130K and bringing the position to 95,613 shares worth $4.25M. The position accounts for 0.16% of the portfolio, ranked #154.

Azimuth Capital Investment Management first reported a position in BAM in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.2M in Q4 2024. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

  • Azimuth Capital Investment Management held 95,613 shares of Brookfield Asset Management worth $4.25M as of Q1 2026.
  • Azimuth Capital Investment Management bought 2,671 Brookfield Asset Management shares in Q1 2026, an estimated $130K.
  • Brookfield Asset Management made up 0.16% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #154 holding.
  • Azimuth Capital Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 14 quarters since.
  • Azimuth Capital Investment Management's Brookfield Asset Management position peaked at $10.2M in Q4 2024.
  • 625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.