Lifeworks Advisors, LLC AMCR — AMCOR PLC

Ownership history in Lifeworks Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Lifeworks Advisors, LLC reported AMCOR PLC (AMCR) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.96% in 2025 Q1. The latest visible filing shows AMCR at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AMCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lifeworks Advisors, LLC's position in AMCOR PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AMCR was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMCR stock page Lifeworks Advisors, LLC fund profile Lifeworks Advisors, LLC full holdings
How Lifeworks Advisors, LLC held AMCR — position size vs. price
% of Fund (quarterly)    AMCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 575,430 +13,208 +2.3% 0.62% $4.8M 2026-02-13 $49.44
2025 Q3 REDUCED — — — 562,222 -13,046 -2.3% 0.61% $4.6M 2025-11-12 $41.51
2025 Q2 REDUCED — — — 575,268 -23,214 -3.9% 0.79% $5.3M 2025-08-05 $46.29
2025 Q1 ADDED — — — 598,482 +107,729 +22.0% 0.96% $5.8M 2025-05-06 $44.67
2024 Q4 ADDED — — — 490,753 +125,754 +34.5% 0.83% $4.6M 2025-02-07 $48.16
2024 Q3 ADDED — — — 364,999 +82,854 +29.4% 0.81% $4.1M 2024-11-06 $48.41
2024 Q2 ADDED — — — 282,145 +39,938 +16.5% 0.77% $2.8M 2024-08-13 $50.22
2024 Q1 ADDED — — — 242,207 +36,820 +17.9% 0.64% $2.3M 2024-05-10 $48.02
2023 Q4 REDUCED — — — 205,387 -10,661 -4.9% 0.68% $2.0M 2024-02-12 $41.97
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMCR

As of 2026 Q1 — sorted by position size

Appian Way Asset Management LP 3Y 3.38% ISTHMUS PARTNERS, LLC 3Y 7Y 1.23% Argyle Capital Management, LLC 3Y 7Y 0.25% Curbstone Financial Management Corp 3Y 7Y 0.08% FNY Investment Advisers, LLC 3Y 7Y 0.05% Mn Services Vermogensbeheer B.V. 3Y 7Y 0.05% AlphaStar Capital Management, LLC 3Y 7Y 0.04% KLP KAPITALFORVALTNING AS 0.03% Winch Advisory Services, LLC 3Y 7Y 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.02%

FAQ About Lifeworks Advisors, LLC and AMCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lifeworks Advisors, LLC reported owning AMCR?

Lifeworks Advisors, LLC reported AMCR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMCR position in Lifeworks Advisors, LLC's portfolio?

The largest reported portfolio weight for AMCR was 0.96% in 2025 Q1.

What is the latest reported AMCR position on this page?

The most recent filing on this page is 2025 Q4, when Lifeworks Advisors, LLC reported 575,430 shares, equal to 0.62% of portfolio, with an estimated market value of $4.8M.

What does the chart on this AMCR ownership page compare?

The chart compares Lifeworks Advisors, LLC's quarterly AMCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lifeworks Advisors, LLC time their AMCR position?

Based on 13F filing dates vs. subsequent AMCR price moves, Lifeworks Advisors, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on AMCR relative to SPY over the holding period was -17.3%.

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