Core Wealth Partners’s Ametek AME Stock Holding History

Core Wealth Partners’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	$4.35M	Hold	18,000	–	–	1.86%	9
2026 Q1	$3.86M	Hold	18,000	–	–	1.79%	12
2025 Q4	$3.7M	Hold	18,000	–	–	1.66%	12
2025 Q3	$3.38M	Hold	18,000	–	–	1.55%	14
2025 Q2	$3.26M	Hold	18,000	–	–	1.65%	11
2025 Q1	$3.1M	Hold	18,000	–	–	1.8%	11
2024 Q4	$3.24M	Hold	18,000	–	–	1.86%	10
2024 Q3	$3.09M	Hold	18,000	–	–	1.87%	11
2024 Q2	$3M	Hold	18,000	–	–	2.05%	10
2024 Q1	$3.29M	Hold	18,000	–	–	2.49%	7
2023 Q4	$2.97M	Hold	18,000	–	–	2.43%	11
2023 Q3	$2.66M	Buy	18,000 +9,000	+100%	+$1.41M	2.42%	11
2023 Q2	$1.46M	Hold	9,000	–	–	1.35%	16
2023 Q1	$1.31M	Buy	+9,000	New	+$1.28M	1.31%	17

Other funds holding AME

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Core Wealth Partners's AME Position: Q2 2026 in Review

Core Wealth Partners held its Ametek (AME) position steady in Q2 2026 at 18,000 shares worth $4.35M. The position accounts for 1.86% of the portfolio, ranked #9.

Core Wealth Partners first reported a position in AME in Q1 2023 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Core Wealth Partners held 18,000 shares of Ametek worth $4.35M as of Q2 2026.
Core Wealth Partners left its Ametek share count unchanged in Q2 2026.
Ametek made up 1.86% of Core Wealth Partners's portfolio in Q2 2026, its #9 holding.
Core Wealth Partners first reported a position in Ametek in Q1 2023 and has held it in 14 quarters since.
288 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.