Montag & Associates’s Amcor AMCR Stock Holding History

Montag & Associates’s Portfolio AMCR Stock Details AMCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$4.09K	–	958
2025 Q3	$4.09K	Buy	+100	New	+$4.48K	﹤0.01%	841
2024 Q4	–	Sell	-408	Closed	-$23.1K	–	995
2024 Q3	$23.1K	Hold	408	–	–	﹤0.01%	713
2024 Q2	$20K	Hold	408	–	–	﹤0.01%	702
2024 Q1	$19.4K	Hold	408	–	–	﹤0.01%	699
2023 Q4	$19.7K	Hold	408	–	–	﹤0.01%	694
2023 Q3	$18.7K	Hold	408	–	–	﹤0.01%	678
2023 Q2	$20.4K	Hold	408	–	–	﹤0.01%	674
2023 Q1	$23.2K	Hold	408	–	–	﹤0.01%	655
2022 Q4	$24.3K	Hold	408	–	–	﹤0.01%	640
2022 Q3	$22K	Hold	408	–	–	﹤0.01%	651
2022 Q2	$25K	Hold	408	–	–	﹤0.01%	622
2022 Q1	$23K	Hold	408	–	–	﹤0.01%	656
2021 Q4	$25K	Hold	408	–	–	﹤0.01%	653
2021 Q3	$24K	Hold	408	–	–	﹤0.01%	652
2021 Q2	$23K	Hold	408	–	–	﹤0.01%	648
2021 Q1	$24K	Hold	408	–	–	﹤0.01%	641
2020 Q4	$24K	Buy	+408	New	+$23.3K	﹤0.01%	619

Other funds holding AMCR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return