Carson Wealth (CWM LLC)
AMRZ

Carson Wealth (CWM LLC)’s Amrize Ltd AMRZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$34.7K Buy
620
+458
+283% +$26.3K ﹤0.01% 4062
2025
Q4 		$9K Hold
162
– – ﹤0.01% 4616
2025
Q3 		$8K Buy
162
+91
+128% +$4.64K ﹤0.01% 4597
2025
Q2 		$4K Buy
+71
New +$3.58K ﹤0.01% 4735

Other funds holding AMRZ

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMRZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Amrize Ltd (AMRZ) stake by 283% in Q1 2026, buying an estimated $26.3K and bringing the position to 620 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

Carson Wealth (CWM LLC) first reported a position in AMRZ in Q2 2025 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 620 shares of Amrize Ltd worth $34.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 458 Amrize Ltd shares in Q1 2026, an estimated $26.3K.
  • Amrize Ltd made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4062 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amrize Ltd in Q2 2025 and has held it in 4 quarters since.
  • 447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.