Jeremy Grantham's AMRZ Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 73,170 shares of Amrize AG (AMRZ) worth $3.9 M, representing 0.01% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in AMRZ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 64,380 shares. Largest reduction occurred in Q3 2025, reducing 26,766 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Amrize (AMRZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Amrize (AMRZ) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +64,380 | Add 732.42% | 73,170 | $53.30 |
| Q1 2026 | +8,790 | New Buy | 8,790 | $56.02 |
| Q3 2025 | -26,766 | Sold Out | 0 | $0.00 |
| Q2 2025 | +26,766 | New Buy | 26,766 | $49.72 |
Jeremy Grantham's Amrize Investment FAQs
Jeremy Grantham first purchased Amrize AG (AMRZ) in Q2 2025, acquiring 26,766 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Amrize AG (AMRZ) for 4 quarters since Q2 2025.
Jeremy Grantham's largest addition to Amrize AG (AMRZ) was in Q2 2026, adding 73,170 shares worth $3.9 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 73,170 shares of Amrize AG (AMRZ), valued at approximately $3.9 M.
As of the Q2 2026 filing, Amrize AG (AMRZ) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Amrize AG (AMRZ) was 73,170 shares, as reported at the end of Q2 2026.