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Heritage Wealth Management (California)’s Amcor AMCR Stock Holding History

Heritage Wealth Management (California)’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
Q2 		$346K Buy
7,970
+1,257
+19% +$49.9K 0.13% 78
2026
Q1 		$267K Buy
6,713
+953
+17% +$42.1K 0.15% 79
2025
Q4 		$240K Buy
+5,760
New +$238K 0.15% 81

Other funds holding AMCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Management (California)'s AMCR Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Amcor (AMCR) stake by 19% in Q2 2026, buying an estimated $49.9K and bringing the position to 7,970 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #78.

Heritage Wealth Management (California) first reported a position in AMCR in Q4 2025 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold AMCR as of Q2 2026.

  • Heritage Wealth Management (California) held 7,970 shares of Amcor worth $346K as of Q2 2026.
  • Heritage Wealth Management (California) bought 1,257 Amcor shares in Q2 2026, an estimated $49.9K.
  • Amcor made up 0.13% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #78 holding.
  • Heritage Wealth Management (California) first reported a position in Amcor in Q4 2025 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held Amcor as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.