Center for Financial Planning’s Ametek AME Stock Holding History

Center for Financial Planning’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	$17.2K	Hold	71	–	–	﹤0.01%	442
2026 Q1	$15.2K	Hold	71	–	–	﹤0.01%	446
2025 Q4	$14.6K	Hold	71	–	–	﹤0.01%	445
2025 Q3	$13.3K	Hold	71	–	–	﹤0.01%	467
2025 Q2	$12.8K	Hold	71	–	–	﹤0.01%	439
2025 Q1	$12.2K	Hold	71	–	–	﹤0.01%	450
2024 Q4	$12.8K	Buy	+71	New	+$12.9K	﹤0.01%	393
2022 Q2	–	Sell	-5	Closed	-$1K	–	528
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	491
2021 Q4	$1K	Buy	+5	New	+$684	﹤0.01%	499
2021 Q2	–	Sell	-43	Closed	-$5K	–	496
2021 Q1	$5K	Hold	43	–	–	﹤0.01%	440
2020 Q4	$5K	Hold	43	–	–	﹤0.01%	393
2020 Q3	$4K	Hold	43	–	–	﹤0.01%	366
2020 Q2	$4K	Sell	43 -48	-53%	-$4.03K	﹤0.01%	372
2020 Q1	$7K	Buy	91 +48	+112%	+$4.33K	﹤0.01%	369
2019 Q4	$4K	Buy	+43	New	+$4.07K	﹤0.01%	379

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

Center for Financial Planning's AME Position: Q2 2026 in Review

Center for Financial Planning held its Ametek (AME) position steady in Q2 2026 at 71 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Center for Financial Planning first reported a position in AME in Q4 2019 and has held it in 15 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Center for Financial Planning held 71 shares of Ametek worth $17.2K as of Q2 2026.
Center for Financial Planning left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #442 holding.
Center for Financial Planning first reported a position in Ametek in Q4 2019 and has held it in 15 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.