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Sound Financial Strategies Group’s Amcor AMCR Stock Holding History

Sound Financial Strategies Group’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
2026
Q2 		– Sell
-5,901
Closed -$235K – 123
2026
Q1 		$235K Buy
+5,901
New +$261K 0.16% 104
2025
Q4 		– Sell
-15,167
Closed -$620K – 110
2025
Q3 		$620K Buy
15,167
+150
+1% +$6.72K 0.45% 81
2025
Q2 		$690K Buy
15,017
+706
+5% +$32.6K 0.58% 71
2025
Q1 		$694K Sell
14,311
-2,947
-17% -$145K 0.62% 69
2024
Q4 		$812K Buy
17,258
+5,804
+51% +$303K 0.68% 53
2024
Q3 		$649K Buy
11,454
+429
+4% +$22.8K 0.52% 60
2024
Q2 		$539K Buy
+11,025
New +$535K 0.47% 64
2023
Q1 		– Sell
-18,199
Closed -$1.08M – 60
2022
Q4 		$1.08M Buy
+18,199
New +$1.06M 0.79% 25
2022
Q3 		– Sell
-18,053
Closed -$1.12M – 31
2022
Q2 		$1.12M Buy
+18,053
New +$1.12M 0.88% 17
2022
Q1 		– Sell
-10,306
Closed -$619K – 68
2021
Q4 		$619K Sell
10,306
-214
-2% -$12.7K 0.31% 62
2021
Q3 		$610K Sell
10,520
-42
-0.4% -$2.51K 0.31% 52
2021
Q2 		$605K Buy
10,562
+397
+4% +$23.6K 0.3% 69
2021
Q1 		$594K Sell
10,165
-514
-5% -$29.3K 0.3% 51
2020
Q4 		$628K Buy
+10,679
New +$609K 0.34% 41

Other funds holding AMCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound Financial Strategies Group's AMCR Position: Q2 2026 in Review

Sound Financial Strategies Group sold out of Amcor (AMCR) in Q2 2026, closing a stake of 5,901 shares — an estimated $235K sold.

Sound Financial Strategies Group first reported a position in AMCR in Q4 2020 and held it in 14 quarters. The position peaked at $1.12M in Q2 2022. 701 funds tracked by Wall St. Rank hold AMCR as of Q2 2026.

  • Sound Financial Strategies Group reported no remaining Amcor position as of Q2 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 5,901 Amcor shares in Q2 2026, an estimated $235K.
  • Sound Financial Strategies Group first reported a position in Amcor in Q4 2020 and held it in 14 quarters.
  • Sound Financial Strategies Group's Amcor position peaked at $1.12M in Q2 2022.
  • 701 funds tracked by Wall St. Rank held Amcor as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.