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AMRZ position history

The shares of Amrize (AMRZ) that Murphy Pohlad Asset Management LLC reported in each quarter’s 13F.

Equity, SHS

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 49,965 shares, $2.4M, 0.95% of portfolio, New
  2. 2025 Q4: 56,840 shares, $3.1M, 1.2% of portfolio, Add +13.8%
  3. 2026 Q1: 59,510 shares, $3.3M, 1.2% of portfolio, Add +4.7%
  4. 2026 Q2: 61,005 shares, $3.3M, 1.1% of portfolio, Add +2.5%
  5. 2026 Q3: 45,515 shares, $1.7M, 0.59% of portfolio, Reduce −25.4%
Holdings date Value % of holdings Shares Filing date All 13F holders