Murray Stahl’s Brookfield Asset Management BAM Stock Holding History

Murray Stahl’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.49M	Sell	189,299 -272	-0.1%	-$12.8K	0.1%	54
2026 Q1	$8.43M	Sell	189,571 -902	-0.5%	-$44.1K	0.09%	51
2025 Q4	$9.98M	Sell	190,473 -174	-0.1%	-$9.35K	0.14%	50
2025 Q3	$10.9M	Sell	190,647 -22,926	-11%	-$1.36M	0.13%	53
2025 Q2	$11.8M	Sell	213,573 -12,838	-6%	-$689K	0.14%	52
2025 Q1	$11M	Sell	226,411 -7,949	-3%	-$433K	0.12%	51
2024 Q4	$12.7M	Sell	234,360 -6,220	-3%	-$336K	0.16%	45
2024 Q3	$11.4M	Sell	240,580 -29,712	-11%	-$1.24M	0.17%	46
2024 Q2	$10.3M	Sell	270,292 -100,300	-27%	-$3.94M	0.18%	46
2024 Q1	$15.6M	Sell	370,592 -16,296	-4%	-$659K	0.29%	41
2023 Q4	$15.5M	Sell	386,888 -44,759	-10%	-$1.51M	0.33%	38
2023 Q3	$14.4M	Sell	431,647 -44,283	-9%	-$1.49M	0.29%	39
2023 Q2	$15.5M	Sell	475,930 -31,905	-6%	-$1.03M	0.33%	40
2023 Q1	$16.6M	Sell	507,835 -39,385	-7%	-$1.28M	0.32%	39
2022 Q4	$15.7M	Buy	+547,220	New	+$16.5M	0.26%	41

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Murray Stahl's BAM Position: Q2 2026 in Review

Murray Stahl reduced its Brookfield Asset Management (BAM) stake by 0.14% in Q2 2026, selling an estimated $12.8K and leaving 189,299 shares worth $8.49M. The position accounts for 0.1% of the portfolio, ranked #54.

Murray Stahl first reported a position in BAM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2023. 619 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Murray Stahl held 189,299 shares of Brookfield Asset Management worth $8.49M as of Q2 2026.
Murray Stahl sold 272 Brookfield Asset Management shares in Q2 2026, an estimated $12.8K.
Brookfield Asset Management made up 0.1% of Murray Stahl's portfolio in Q2 2026, its #54 holding.
Murray Stahl first reported a position in Brookfield Asset Management in Q4 2022 and has held it in 15 quarters since.
Murray Stahl's Brookfield Asset Management position peaked at $16.6M in Q1 2023.
619 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.