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 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 $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Salomon & Ludwin's BAM Position: Q1 2026 in Review

Salomon & Ludwin reduced its Brookfield Asset Management (BAM) stake by 1.4% in Q1 2026, selling an estimated $49 and leaving 72 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Salomon & Ludwin first reported a position in BAM in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.22K in Q2 2025. 625 funds tracked by Wall St. Rank hold BAM as of Q1 2026.

Salomon & Ludwin held 72 shares of Brookfield Asset Management worth $3.2K as of Q1 2026.
Salomon & Ludwin sold 1 Brookfield Asset Management share in Q1 2026, an estimated $49.
Brookfield Asset Management made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1865 holding.
Salomon & Ludwin first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 6 quarters since.
Salomon & Ludwin's Brookfield Asset Management position peaked at $4.22K in Q2 2025.
625 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.