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Caldwell Trust’s Amcor AMCR Stock Holding History

Caldwell Trust’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.5K Sell
1,170
-1
-0.1% -$44 ﹤0.01% 502
2025
Q4 		$48.8K Hold
1,171
– – ﹤0.01% 488
2025
Q3 		$47.9K Hold
1,171
– – ﹤0.01% 483
2025
Q2 		$53.8K Hold
1,171
– – 0.01% 457
2025
Q1 		$56.8K Hold
1,171
– – 0.01% 441
2024
Q4 		$55.1K Hold
1,171
– – 0.01% 450
2024
Q3 		$66.3K Hold
1,171
– – 0.01% 430
2024
Q2 		$57.3K Hold
1,171
– – 0.01% 438
2024
Q1 		$55.7K Hold
1,171
– – 0.01% 446
2023
Q4 		$56.5K Hold
1,171
– – 0.01% 433
2023
Q3 		$53.6K Hold
1,171
– – 0.01% 428
2023
Q2 		$58.4K Hold
1,171
– – 0.01% 425
2023
Q1 		$66.6K Hold
1,171
– – 0.01% 400
2022
Q4 		$69.7K Hold
1,171
– – 0.01% 381
2022
Q3 		$62.8K Hold
1,171
– – 0.01% 398
2022
Q2 		$72.8K Hold
1,171
– – 0.01% 389
2022
Q1 		$66.3K Hold
1,171
– – 0.01% 421
2021
Q4 		$70.3K Hold
1,171
– – 0.01% 417
2021
Q3 		$67.9K Hold
1,171
– – 0.01% 406
2021
Q2 		$67.1K Hold
1,171
– – 0.01% 410
2021
Q1 		$68.4K Hold
1,171
– – 0.01% 396
2020
Q4 		$68.9K Hold
1,171
– – 0.01% 379
2020
Q3 		$64.7K Buy
+1,171
New +$63.7K 0.01% 381
2020
Q2 		– Sell
-79
Closed -$3.22K – 761
2020
Q1 		$3.22K Hold
79
– – ﹤0.01% 729
2019
Q4 		$4.3K Buy
+79
New +$3.96K ﹤0.01% 748

Other funds holding AMCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caldwell Trust's AMCR Position: Q1 2026 in Review

Caldwell Trust reduced its Amcor (AMCR) stake by 0.09% in Q1 2026, selling an estimated $44 and leaving 1,170 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Caldwell Trust first reported a position in AMCR in Q4 2019 and has held it in 25 quarters since. The position peaked at $72.8K in Q2 2022. 680 funds tracked by Wall St. Rank hold AMCR as of Q1 2026.

  • Caldwell Trust held 1,170 shares of Amcor worth $46.5K as of Q1 2026.
  • Caldwell Trust sold 1 Amcor share in Q1 2026, an estimated $44.
  • Amcor made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #502 holding.
  • Caldwell Trust first reported a position in Amcor in Q4 2019 and has held it in 25 quarters since.
  • Caldwell Trust's Amcor position peaked at $72.8K in Q2 2022.
  • 680 funds tracked by Wall St. Rank held Amcor as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.