Lantz Financial’s Amcor AMCR Stock Holding History

Lantz Financial’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	$545K	Buy	12,570 +238	+2%	+$9.45K	0.1%	170
2026 Q1	$490K	Buy	12,332 +2,488	+25%	+$110K	0.1%	168
2025 Q4	$410K	Buy	9,844 +1,327	+16%	+$54.7K	0.09%	184
2025 Q3	$348K	Buy	8,517 +4,407	+107%	+$198K	0.08%	193
2025 Q2	$189K	Buy	4,110 +35	+0.9%	+$1.61K	0.05%	231
2025 Q1	$198K	Buy	4,075 +63	+2%	+$3.1K	0.05%	217
2024 Q4	$189K	Buy	4,012 +123	+3%	+$6.43K	0.05%	221
2024 Q3	$220K	Sell	3,889 -131	-3%	-$6.95K	0.06%	208
2024 Q2	$197K	Sell	4,020 -470	-10%	-$22.8K	0.06%	207
2024 Q1	$214K	Buy	4,490 +65	+1%	+$3.04K	0.07%	195
2023 Q4	$213K	Buy	4,425 +6	+0.1%	+$276	0.08%	189
2023 Q3	$202K	Hold	4,419	–	–	0.08%	179
2023 Q2	$220K	Buy	4,419 +6	+0.1%	+$313	0.09%	171
2023 Q1	$251K	Buy	4,413 +552	+14%	+$31.6K	0.1%	156
2022 Q4	$230K	Buy	3,861 +81	+2%	+$4.72K	0.1%	161
2022 Q3	$203K	Buy	3,780 +575	+18%	+$35.3K	0.11%	154
2022 Q2	$199K	Buy	+3,205	New	+$198K	0.09%	164

Other funds holding AMCR

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return