AWM
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AE Wealth Management’s Ametek AME Stock Holding History

AE 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 		$583K Buy
2,409
+98
+4% +$22.6K ﹤0.01% 1146
2026
Q1 		$496K Buy
2,311
+275
+14% +$61.1K ﹤0.01% 1119
2025
Q4 		$418K Buy
2,036
+98
+5% +$19.1K ﹤0.01% 1142
2025
Q3 		$364K Buy
1,938
+346
+22% +$63.7K ﹤0.01% 1104
2025
Q2 		$288K Buy
+1,592
New +$274K ﹤0.01% 1135
2024
Q3 		– Sell
-1,203
Closed -$201K – 1236
2024
Q2 		$201K Buy
+1,203
New +$208K ﹤0.01% 1169
2024
Q1 		– Sell
-6,177
Closed -$1.01M – 1176
2023
Q4 		$1.01M Buy
6,177
+658
+12% +$100K 0.01% 1152
2023
Q3 		$816K Sell
5,519
-5,007
-48% -$782K ﹤0.01% 1184
2023
Q2 		$1.7M Buy
10,526
+5,343
+103% +$780K 0.01% 889
2023
Q1 		$753K Sell
5,183
-6,577
-56% -$935K ﹤0.01% 1163
2022
Q4 		$1.64M Buy
11,760
+6,713
+133% +$890K 0.01% 819
2022
Q3 		$572K Sell
5,047
-175
-3% -$21K ﹤0.01% 1183
2022
Q2 		$574K Sell
5,222
-114
-2% -$13.9K ﹤0.01% 1128
2022
Q1 		$711K Sell
5,336
-6,914
-56% -$929K ﹤0.01% 1065
2021
Q4 		$1.8M Buy
+12,250
New +$1.68M 0.01% 733

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AE Wealth Management increased its Ametek (AME) stake by 4.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,409 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

AE Wealth Management first reported a position in AME in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2021. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • AE Wealth Management held 2,409 shares of Ametek worth $583K as of Q2 2026.
  • AE Wealth Management bought 98 Ametek shares in Q2 2026, an estimated $22.6K.
  • Ametek made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1146 holding.
  • AE Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 15 quarters since.
  • AE Wealth Management's Ametek position peaked at $1.8M in Q4 2021.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.