Lummis Asset Management’s Amrize Ltd AMRZ Stock Holding History

Lummis Asset Management’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	$3.04M	Buy	58,677 +9,500	+19%	+$514K	1.82%	20
2026 Q1	$2.72M	Sell	49,177 -2,313	-4%	-$133K	1.63%	19
2025 Q4	$2.78M	Buy	51,490 +16,213	+46%	+$827K	1.71%	20
2025 Q3	$1.71M	Buy	35,277 +25,237	+251%	+$1.29M	1.12%	25
2025 Q2	$479K	Buy	+10,040	New	+$507K	0.31%	46

Other funds holding AMRZ

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lummis Asset Management's AMRZ Position: Q2 2026 in Review

Lummis Asset Management increased its Amrize Ltd (AMRZ) stake by 19% in Q2 2026, buying an estimated $514K and bringing the position to 58,677 shares worth $3.04M. The position accounts for 1.82% of the portfolio, ranked #20.

Lummis Asset Management first reported a position in AMRZ in Q2 2025 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

Lummis Asset Management held 58,677 shares of Amrize Ltd worth $3.04M as of Q2 2026.
Lummis Asset Management bought 9,500 Amrize Ltd shares in Q2 2026, an estimated $514K.
Amrize Ltd made up 1.82% of Lummis Asset Management's portfolio in Q2 2026, its #20 holding.
Lummis Asset Management first reported a position in Amrize Ltd in Q2 2025 and has held it in 5 quarters since.
464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.