AWM
AME icon

Abound Wealth Management’s Ametek AME Stock Holding History

Abound Wealth Management’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
Q2 		$2.76K Sell
11
-22
-67% -$5.07K ﹤0.01% 706
2026
Q1 		$7.16K Buy
33
+5
+18% +$1.11K ﹤0.01% 636
2025
Q4 		$5.79K Buy
28
+2
+8% +$389 ﹤0.01% 635
2025
Q3 		$4.89K Sell
26
-3
-10% -$552 ﹤0.01% 648
2025
Q2 		$5.25K Hold
29
– – ﹤0.01% 565
2025
Q1 		$5K Sell
29
-9
-24% -$1.64K ﹤0.01% 537
2024
Q4 		$6.85K Sell
38
-6
-14% -$1.09K ﹤0.01% 466
2024
Q3 		$7.56K Buy
44
+4
+10% +$668 ﹤0.01% 467
2024
Q2 		$6.67K Sell
40
-5
-11% -$864 ﹤0.01% 443
2024
Q1 		$8.24K Buy
45
+4
+10% +$689 ﹤0.01% 411
2023
Q4 		$6.76K Sell
41
-6
-13% -$915 ﹤0.01% 442
2023
Q3 		$6.95K Buy
47
+5
+12% +$781 ﹤0.01% 395
2023
Q2 		$6.8K Buy
42
+5
+14% +$730 ﹤0.01% 416
2023
Q1 		$5.38K Buy
37
+14
+61% +$1.99K ﹤0.01% 389
2022
Q4 		$3.21K Buy
23
+8
+53% +$1.06K ﹤0.01% 436
2022
Q3 		$1.7K Buy
+15
New +$1.8K ﹤0.01% 512

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Abound Wealth Management's AME Position: Q2 2026 in Review

Abound Wealth Management reduced its Ametek (AME) stake by 67% in Q2 2026, selling an estimated $5.07K and leaving 11 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Abound Wealth Management first reported a position in AME in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.24K in Q1 2024. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Abound Wealth Management held 11 shares of Ametek worth $2.76K as of Q2 2026.
  • Abound Wealth Management sold 22 Ametek shares in Q2 2026, an estimated $5.07K.
  • Ametek made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Abound Wealth Management first reported a position in Ametek in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Ametek position peaked at $8.24K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.