LI
AMRZ

LRI Investments’s Amrize Ltd AMRZ Stock Holding History

LRI Investments’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
Q2 		$55K Buy
1,039
+276
+36% +$14.9K ﹤0.01% 544
2026
Q1 		$41.5K Sell
763
-271
-26% -$15.5K ﹤0.01% 545
2025
Q4 		$56.8K Buy
+1,034
New +$52.8K ﹤0.01% 525

Other funds holding AMRZ

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LRI Investments's AMRZ Position: Q2 2026 in Review

LRI Investments increased its Amrize Ltd (AMRZ) stake by 36% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,039 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

LRI Investments first reported a position in AMRZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $56.8K in Q4 2025. 136 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • LRI Investments held 1,039 shares of Amrize Ltd worth $55K as of Q2 2026.
  • LRI Investments bought 276 Amrize Ltd shares in Q2 2026, an estimated $14.9K.
  • Amrize Ltd made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #544 holding.
  • LRI Investments first reported a position in Amrize Ltd in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Amrize Ltd position peaked at $56.8K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.