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Forum Financial Management’s Amcor AMCR Stock Holding History

Forum Financial Management’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
Q4 		– Sell
-11,721
Closed -$479K – 1015
2025
Q3 		$479K Sell
11,721
-4,721
-29% -$212K 0.01% 474
2025
Q2 		$756K Buy
16,442
+4,984
+43% +$230K 0.01% 276
2025
Q1 		$556K Buy
11,458
+1
+0% +$49 0.01% 332
2024
Q4 		$539K Buy
11,457
+8,505
+288% +$444K 0.01% 354
2024
Q3 		$167K Buy
2,952
+211
+8% +$11.2K ﹤0.01% 736
2024
Q2 		$134K Buy
+2,741
New +$133K ﹤0.01% 690
2023
Q4 		– Sell
-2,803
Closed -$128K – 689
2023
Q3 		$128K Sell
2,803
-296
-10% -$14.3K ﹤0.01% 615
2023
Q2 		$155K Hold
3,099
– – ﹤0.01% 627
2023
Q1 		$176K Sell
3,099
-256
-8% -$14.7K 0.01% 581
2022
Q4 		$200K Hold
3,355
– – 0.01% 548
2022
Q3 		$180K Hold
3,355
– – 0.01% 500
2022
Q2 		$209K Buy
3,355
+256
+8% +$15.8K 0.01% 507
2022
Q1 		$175K Hold
3,099
– – 0.01% 580
2021
Q4 		$186K Buy
+3,099
New +$184K 0.01% 627

Other funds holding AMCR

BlackRock
BlackRock New York $5.7T 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 $19.3B AUM 16.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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