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
Q2 		$1.96M Buy
36,732
+32
+0.1% +$1.73K 0.2% 75
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southeast Asset Advisors's AMRZ Position: Q2 2026 in Review

Southeast Asset Advisors increased its Amrize Ltd (AMRZ) stake by 0.09% in Q2 2026, buying an estimated $1.73K and bringing the position to 36,732 shares worth $1.96M. The position accounts for 0.2% of the portfolio, ranked #75.

Southeast Asset Advisors first reported a position in AMRZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q1 2026. 463 funds tracked by Wall St. Rank hold AMRZ as of Q2 2026.

  • Southeast Asset Advisors held 36,732 shares of Amrize Ltd worth $1.96M as of Q2 2026.
  • Southeast Asset Advisors bought 32 Amrize Ltd shares in Q2 2026, an estimated $1.73K.
  • Amrize Ltd made up 0.2% of Southeast Asset Advisors's portfolio in Q2 2026, its #75 holding.
  • Southeast Asset Advisors first reported a position in Amrize Ltd in Q3 2025 and has held it in 4 quarters since.
  • Southeast Asset Advisors's Amrize Ltd position peaked at $2.06M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held Amrize Ltd as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.