Salomon & Ludwin’s Brookfield Asset Management BAM Stock Holding History

Salomon & Ludwin’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	$3.27K	Hold	72	–	–	﹤0.01%	1902
2026 Q1	$3.2K	Sell	72 -1	-1%	-$49	﹤0.01%	1865
2025 Q4	$4K	Hold	73	–	–	﹤0.01%	1854
2025 Q3	$4.22K	Sell	73 -3	-4%	-$178	﹤0.01%	1789
2025 Q2	$4.22K	Buy	+76	New	+$4.08K	﹤0.01%	579
2024 Q1	–	Sell	-81	Closed	-$2.7K	–	850
2023 Q4	$2.7K	Hold	81	–	–	﹤0.01%	637
2023 Q3	$2.7K	Buy	+81	New	+$2.73K	﹤0.01%	635

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

Salomon & Ludwin's BAM Position: Q2 2026 in Review

Salomon & Ludwin held its Brookfield Asset Management (BAM) position steady in Q2 2026 at 72 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Salomon & Ludwin first reported a position in BAM in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.22K in Q2 2025. 623 funds tracked by Wall St. Rank hold BAM as of Q2 2026.

Salomon & Ludwin held 72 shares of Brookfield Asset Management worth $3.27K as of Q2 2026.
Salomon & Ludwin left its Brookfield Asset Management share count unchanged in Q2 2026.
Brookfield Asset Management made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1902 holding.
Salomon & Ludwin first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 7 quarters since.
Salomon & Ludwin's Brookfield Asset Management position peaked at $4.22K in Q2 2025.
623 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.