SAA
AMRZ

Southeast Asset Advisors’s Amrize Ltd AMRZ Stock Holding History

Southeast Asset Advisors’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Hold
36,700
– – 0.23% 70
2025
Q4 		$1.98M Buy
36,700
+7,500
+26% +$383K 0.19% 80
2025
Q3 		$1.42M Buy
+29,200
New +$1.49M 0.15% 85

Other funds holding AMRZ

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Southeast Asset Advisors's AMRZ Position: Q1 2026 in Review

Southeast Asset Advisors held its Amrize Ltd (AMRZ) position steady in Q1 2026 at 36,700 shares worth $2.06M. The position accounts for 0.23% of the portfolio, ranked #70.

Southeast Asset Advisors first reported a position in AMRZ in Q3 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold AMRZ as of Q1 2026.

  • Southeast Asset Advisors held 36,700 shares of Amrize Ltd worth $2.06M as of Q1 2026.
  • Southeast Asset Advisors left its Amrize Ltd share count unchanged in Q1 2026.
  • Amrize Ltd made up 0.23% of Southeast Asset Advisors's portfolio in Q1 2026, its #70 holding.
  • Southeast Asset Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held Amrize Ltd as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.