MCM
AMRZ

Mengis Capital Management’s Amrize Ltd AMRZ Stock Holding History

Mengis Capital 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 		$280K Hold
5,250
– – 0.04% 198
2026
Q1 		$294K Sell
5,250
-500
-9% -$28.7K 0.05% 188
2025
Q4 		$311K Buy
5,750
+450
+8% +$23K 0.06% 182
2025
Q3 		$257K Buy
+5,300
New +$270K 0.05% 186

Other funds holding AMRZ

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mengis Capital Management's AMRZ Position: Q2 2026 in Review

Mengis Capital Management held its Amrize Ltd (AMRZ) position steady in Q2 2026 at 5,250 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #198.

Mengis Capital Management first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 464 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Mengis Capital Management held 5,250 shares of Amrize Ltd worth $280K as of Q2 2026.
  • Mengis Capital Management left its Amrize Ltd share count unchanged in Q2 2026.
  • Amrize Ltd made up 0.04% of Mengis Capital Management's portfolio in Q2 2026, its #198 holding.
  • Mengis Capital Management first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • Mengis Capital Management's Amrize Ltd position peaked at $311K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.