M&G Plc AMCR — AMCOR PLC

Ownership history in M&G Plc  ·  10 quarters on record

AI Ownership Summary

M&G Plc reported AMCOR PLC (AMCR) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 5.93% in 2026 Q2. The latest visible filing shows AMCR at 5.93% 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 M&G Plc'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
2026 Q2

AMCR was reported at 5.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.93% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How M&G Plc 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)
2026 Q2 ADDED — — — 27,732,908 +2,549,064 +10.1% 5.93% $1.19B 2026-08-06 $46.39
2026 Q1 REDUCED 78.1% +9.8% ❌ 25,183,844 -89,805,751 -78.1% 5.20% $1.01B 2026-05-13 $37.91
2025 Q4 ADDED — — — 114,989,595 +6,655,611 +6.1% 4.73% $919.9M 2026-02-12 $47.61
2025 Q3 ADDED — — — 108,333,984 +22,737,979 +26.6% 4.61% $866.7M 2025-11-07 $39.45
2025 Q2 ADDED — — — 85,596,005 +16,212,783 +23.4% 4.24% $770.4M 2025-08-08 $44.88
2025 Q1 ADDED — — — 69,383,222 +10,009,751 +16.9% 3.32% $693.8M 2025-05-13 $41.97
2024 Q4 ADDED — — — 59,373,471 +9,433,319 +18.9% 3.30% $534.4M 2025-02-11 $45.33
2024 Q3 ADDED — — — 49,940,152 +2,775,794 +5.9% 1.98% $549.3M 2024-10-31 $49.68
2024 Q2 ADDED — — — 47,164,358 +45,504,608 +2741.7% 1.86% $471.6M 2024-07-16 $44.45
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AMCR

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.03% Roxbury Financial LLC 0.01% Coastline Trust Co 3Y 7Y 0.0%

FAQ About M&G Plc and AMCR

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

How long has M&G Plc reported owning AMCR?

M&G Plc reported AMCR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AMCR position in M&G Plc's portfolio?

The largest reported portfolio weight for AMCR was 5.93% in 2026 Q2.

What is the latest reported AMCR position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 27,732,908 shares, equal to 5.93% of portfolio, with an estimated market value of $1.19B.

What does the chart on this AMCR ownership page compare?

The chart compares M&G Plc'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 M&G Plc time their AMCR position?

Based on 13F filing dates vs. subsequent AMCR price moves, M&G Plc correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on AMCR relative to SPY over the holding period was +241.5%.

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