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LOM Asset Management’s Brookfield Asset Management BAM Stock Holding History

LOM Asset 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 		$47.7K Buy
750
+150
+25% +$7.08K 0.01% 219
2026
Q1 		$37.1K Hold
600
– – 0.01% 233
2025
Q4 		$43.1K Buy
+600
New +$32.3K 0.01% 225

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

LOM Asset Management's BAM Position: Q2 2026 in Review

LOM Asset Management increased its Brookfield Asset Management (BAM) stake by 25% in Q2 2026, buying an estimated $7.08K and bringing the position to 750 shares worth $47.7K. The position accounts for 0.01% of the portfolio, ranked #219.

LOM Asset Management first reported a position in BAM in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

  • LOM Asset Management held 750 shares of Brookfield Asset Management worth $47.7K as of Q2 2026.
  • LOM Asset Management bought 150 Brookfield Asset Management shares in Q2 2026, an estimated $7.08K.
  • Brookfield Asset Management made up 0.01% of LOM Asset Management's portfolio in Q2 2026, its #219 holding.
  • LOM Asset Management first reported a position in Brookfield Asset Management in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.