Advocacy Wealth Management Services’s Ametek AME Stock Holding History

Advocacy Wealth Management Services’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	$1.31M	Buy	5,422 +52	+1%	+$12K	0.05%	89
2026 Q1	$1.15M	Buy	5,370 +10	+0.2%	+$2.22K	0.05%	91
2025 Q4	$1.1M	Sell	5,360 -440	-8%	-$85.6K	0.05%	96
2025 Q3	$1.09M	Buy	+5,800	New	+$1.07M	0.05%	98

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's AME Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Ametek (AME) stake by 0.97% in Q2 2026, buying an estimated $12K and bringing the position to 5,422 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #89.

Advocacy Wealth Management Services first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Advocacy Wealth Management Services held 5,422 shares of Ametek worth $1.31M as of Q2 2026.
Advocacy Wealth Management Services bought 52 Ametek shares in Q2 2026, an estimated $12K.
Ametek made up 0.05% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #89 holding.
Advocacy Wealth Management Services first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.