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EP Wealth Advisors’s Amcor AMCR Stock Holding History

EP Wealth Advisors’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
2025
Q2 		$460K Sell
10,015
-596
-6% -$27.5K ﹤0.01% 810
2025
Q1 		$515K Sell
10,611
-435
-4% -$21.4K ﹤0.01% 696
2024
Q4 		$520K Sell
11,046
-185
-2% -$9.66K ﹤0.01% 685
2024
Q3 		$636K Buy
+11,231
New +$596K 0.01% 615

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EP Wealth Advisors's AMCR Position: Q2 2025 in Review

EP Wealth Advisors reduced its Amcor (AMCR) stake by 5.6% in Q2 2025, selling an estimated $27.5K and leaving 10,015 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

EP Wealth Advisors first reported a position in AMCR in Q3 2024 and has held it in 4 quarters since. The position peaked at $636K in Q3 2024. 802 funds tracked by Wall St. Rank hold AMCR as of Q2 2025.

  • EP Wealth Advisors held 10,015 shares of Amcor worth $460K as of Q2 2025.
  • EP Wealth Advisors sold 596 Amcor shares in Q2 2025, an estimated $27.5K.
  • Amcor made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #810 holding.
  • EP Wealth Advisors first reported a position in Amcor in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's Amcor position peaked at $636K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Amcor as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.