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Lawson Kroeker Investment Management’s Brookfield Asset Management BAM Stock Holding History

Lawson Kroeker Investment Management’s Portfolio BAM Stock Details BAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.17M Sell
48,387
-6,809
-12% -$321K 0.6% 35
2026
Q1 		$2.45M Sell
55,196
-360
-0.6% -$17.6K 0.72% 34
2025
Q4 		$2.91M Sell
55,556
-4,314
-7% -$232K 0.87% 33
2025
Q3 		$3.41M Sell
59,870
-3,979
-6% -$237K 0.62% 45
2025
Q2 		$3.53M Sell
63,849
-746
-1% -$40K 0.66% 45
2025
Q1 		$3.13M Sell
64,595
-2,508
-4% -$137K 0.58% 46
2024
Q4 		$3.64M Sell
67,103
-2,709
-4% -$146K 0.68% 43
2024
Q3 		$3.3M Sell
69,812
-3,517
-5% -$147K 0.6% 48
2024
Q2 		$2.79M Sell
73,329
-1,620
-2% -$63.7K 0.54% 49
2024
Q1 		$3.15M Sell
74,949
-48,447
-39% -$1.96M 0.6% 47
2023
Q4 		$4.96M Sell
123,396
-2,620
-2% -$88.6K 1.02% 39
2023
Q3 		$4.2M Sell
126,016
-338
-0.3% -$11.4K 0.93% 39
2023
Q2 		$4.12M Sell
126,354
-35,768
-22% -$1.15M 0.99% 36
2023
Q1 		$5.3M Buy
162,122
+79,178
+95% +$2.57M 1.19% 33
2022
Q4 		$2.38M Buy
+82,944
New +$2.5M 0.8% 32

Other funds holding BAM

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lawson Kroeker Investment Management's BAM Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Brookfield Asset Management (BAM) stake by 12% in Q2 2026, selling an estimated $321K and leaving 48,387 shares worth $2.17M. The position accounts for 0.6% of the portfolio, ranked #35.

Lawson Kroeker Investment Management first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.3M in Q1 2023. 624 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • Lawson Kroeker Investment Management held 48,387 shares of Brookfield Asset Management worth $2.17M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 6,809 Brookfield Asset Management shares in Q2 2026, an estimated $321K.
  • Brookfield Asset Management made up 0.6% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #35 holding.
  • Lawson Kroeker Investment Management first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
  • Lawson Kroeker Investment Management's Brookfield Asset Management position peaked at $5.3M in Q1 2023.
  • 624 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.