Lord, Abbett & Co
AMG icon

Lord, Abbett & Co’s Affiliated Managers Group AMG Stock Holding History

Lord, Abbett & Co’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.7M Buy
164,477
+9,807
+6% +$3.04M 0.16% 162
2026
Q1 		$42.8M Buy
154,670
+77,342
+100% +$23.3M 0.14% 178
2025
Q4 		$22.3M Buy
+77,328
New +$20M 0.07% 271
2019
Q1 		– Sell
-41,600
Closed -$4.05M – 708
2018
Q4 		$4.05M Sell
41,600
-1,100
-3% -$124K 0.01% 681
2018
Q3 		$5.84M Sell
42,700
-500
-1% -$73.8K 0.02% 711
2018
Q2 		$6.42M Sell
43,200
-800
-2% -$132K 0.02% 697
2018
Q1 		$8.34M Buy
44,000
+17,400
+65% +$3.39M 0.02% 645
2017
Q4 		$5.46M Buy
+26,600
New +$5.15M 0.02% 740
2017
Q2 		– Sell
-10,091
Closed -$1.65M – 877
2017
Q1 		$1.65M Sell
10,091
-24,922
-71% -$3.94M ﹤0.01% 845
2016
Q4 		$5.09M Sell
35,013
-933
-3% -$135K 0.02% 739
2016
Q3 		$5.2M Sell
35,946
-110,632
-75% -$15.8M 0.02% 728
2016
Q2 		$20.6M Sell
146,578
-487,634
-77% -$79.8M 0.06% 409
2016
Q1 		$103M Sell
634,212
-121,552
-16% -$17M 0.32% 69
2015
Q4 		$121M Sell
755,764
-413
-0.1% -$71K 0.36% 51
2015
Q3 		$129M Sell
756,177
-223,121
-23% -$43.9M 0.39% 49
2015
Q2 		$214M Sell
979,298
-60,655
-6% -$13.5M 0.56% 19
2015
Q1 		$223M Sell
1,039,953
-47,115
-4% -$9.94M 0.57% 21
2014
Q4 		$231M Buy
1,087,068
+91,689
+9% +$18.2M 0.58% 26
2014
Q3 		$199M Buy
995,379
+1,636
+0.2% +$334K 0.5% 33
2014
Q2 		$204M Sell
993,743
-38,056
-4% -$7.36M 0.46% 36
2014
Q1 		$206M Buy
1,031,799
+323,206
+46% +$63.5M 0.47% 31
2013
Q4 		$154M Sell
708,593
-69,023
-9% -$13.8M 0.34% 62
2013
Q3 		$142M Sell
777,616
-123,993
-14% -$22M 0.33% 68
2013
Q2 		$148M Buy
+901,609
New +$143M 0.34% 66

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lord, Abbett & Co's AMG Position: Q2 2026 in Review

Lord, Abbett & Co increased its Affiliated Managers Group (AMG) stake by 6.3% in Q2 2026, buying an estimated $3.04M and bringing the position to 164,477 shares worth $55.7M. The position accounts for 0.16% of the portfolio, ranked #162.

Lord, Abbett & Co first reported a position in AMG in Q2 2013 and has held it in 24 quarters since. The position peaked at $231M in Q4 2014. 564 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • Lord, Abbett & Co held 164,477 shares of Affiliated Managers Group worth $55.7M as of Q2 2026.
  • Lord, Abbett & Co bought 9,807 Affiliated Managers Group shares in Q2 2026, an estimated $3.04M.
  • Affiliated Managers Group made up 0.16% of Lord, Abbett & Co's portfolio in Q2 2026, its #162 holding.
  • Lord, Abbett & Co first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 24 quarters since.
  • Lord, Abbett & Co's Affiliated Managers Group position peaked at $231M in Q4 2014.
  • 564 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.