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Cornerstone Planning Group’s Ametek AME Stock Holding History

Cornerstone Planning Group’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 		$21.1K Buy
89
+27
+44% +$6.22K ﹤0.01% 664
2026
Q1 		$14.3K Buy
62
+51
+464% +$11.3K ﹤0.01% 785
2025
Q4 		$2.45K Sell
11
-13
-54% -$2.53K ﹤0.01% 1151
2025
Q3 		$4.76K Buy
24
+12
+100% +$2.21K ﹤0.01% 961
2025
Q2 		$2.22K Sell
12
-1
-8% -$172 ﹤0.01% 915
2025
Q1 		$2.11K Buy
13
+5
+63% +$909 ﹤0.01% 970
2024
Q4 		$1.48K Buy
8
+6
+300% +$1.09K ﹤0.01% 875
2024
Q3 		$335 Hold
2
– – ﹤0.01% 1171
2024
Q2 		$310 Buy
+2
New +$345 ﹤0.01% 1140

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

Cornerstone Planning Group's AME Position: Q2 2026 in Review

Cornerstone Planning Group increased its Ametek (AME) stake by 44% in Q2 2026, buying an estimated $6.22K and bringing the position to 89 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Cornerstone Planning Group first reported a position in AME in Q2 2024 and has held it in 9 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Cornerstone Planning Group held 89 shares of Ametek worth $21.1K as of Q2 2026.
  • Cornerstone Planning Group bought 27 Ametek shares in Q2 2026, an estimated $6.22K.
  • Ametek made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #664 holding.
  • Cornerstone Planning Group first reported a position in Ametek in Q2 2024 and has held it in 9 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.