LPL Financial
AMRZ icon

LPL Financial’s Amrize Ltd AMRZ Stock Holding History

LPL Financial’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.07M Buy
242,659
+77,700
+47% +$3.54M ﹤0.01% 2286
2026
Q2 		$8.79M Buy
164,959
+19,607
+13% +$1.06M ﹤0.01% 2274
2026
Q1 		$8.14M Buy
145,352
+107,091
+280% +$6.14M ﹤0.01% 2167
2025
Q4 		$2.07M Buy
38,261
+29,273
+326% +$1.49M ﹤0.01% 3386
2025
Q3 		$436K Buy
+8,988
New +$458K ﹤0.01% 4736

Other funds holding AMRZ

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return

LPL Financial's AMRZ Position: Q3 2026 in Review

LPL Financial increased its Amrize Ltd (AMRZ) stake by 47% in Q3 2026, buying an estimated $3.54M and bringing the position to 242,659 shares worth $9.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

LPL Financial first reported a position in AMRZ in Q3 2025 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • LPL Financial held 242,659 shares of Amrize Ltd worth $9.07M as of Q3 2026.
  • LPL Financial bought 77,700 Amrize Ltd shares in Q3 2026, an estimated $3.54M.
  • Amrize Ltd made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2286 holding.
  • LPL Financial first reported a position in Amrize Ltd in Q3 2025 and has held it in 5 quarters since.
  • 291 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.