Superior Planning, LLC’s Ametek AME Stock Holding History

Superior Planning, LLC’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$64.7K	Buy	+261	New	+$63K	0.03%	308

Other funds holding AME

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's AME Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ametek (AME) in Q3 2026: 261 shares worth $64.7K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings.

868 funds tracked by Wall St. Rank hold AME as of Q3 2026.

Superior Planning, LLC held 261 shares of Ametek worth $64.7K as of Q3 2026.
Ametek was a new Superior Planning, LLC position in Q3 2026.
Ametek made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #308 holding.
868 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.