Creative Planning’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
70,175
+15,621
| +29% | +$3.47M | 0.01% | 535 |
|
|
2025
Q4 | $11.2M | Buy |
54,554
+7,140
| +15% | +$1.39M | 0.01% | 572 |
|
|
2025
Q3 | $8.91M | Buy |
47,414
+12,392
| +35% | +$2.28M | 0.01% | 615 |
|
|
2025
Q2 | $6.34M | Buy |
35,022
+5,826
| +20% | +$1M | 0.01% | 681 |
|
|
2025
Q1 | $5.03M | Buy |
29,196
+501
| +2% | +$91.1K | ﹤0.01% | 704 |
|
|
2024
Q4 | $5.17M | Buy |
28,695
+3,261
| +13% | +$594K | 0.01% | 651 |
|
|
2024
Q3 | $4.37M | Buy |
25,434
+1,488
| +6% | +$248K | ﹤0.01% | 686 |
|
|
2024
Q2 | $3.99M | Buy |
23,946
+1,121
| +5% | +$194K | ﹤0.01% | 702 |
|
|
2024
Q1 | $4.17M | Buy |
22,825
+3,131
| +16% | +$539K | ﹤0.01% | 671 |
|
|
2023
Q4 | $3.25M | Buy |
19,694
+1,374
| +8% | +$209K | 0.01% | 710 |
|
|
2023
Q3 | $2.71M | Buy |
18,320
+39
| +0.2% | +$6.09K | ﹤0.01% | 728 |
|
|
2023
Q2 | $2.96M | Buy |
18,281
+2,393
| +15% | +$350K | ﹤0.01% | 672 |
|
|
2023
Q1 | $2.31M | Sell |
15,888
-468
| -3% | -$66.5K | ﹤0.01% | 730 |
|
|
2022
Q4 | $2.29M | Buy |
16,356
+3,294
| +25% | +$437K | ﹤0.01% | 708 |
|
|
2022
Q3 | $1.48M | Buy |
13,062
+1,210
| +10% | +$145K | ﹤0.01% | 797 |
|
|
2022
Q2 | $1.3M | Sell |
11,852
-13,760
| -54% | -$1.67M | ﹤0.01% | 866 |
|
|
2022
Q1 | $3.41M | Buy |
25,612
+128
| +0.5% | +$17.2K | 0.01% | 557 |
|
|
2021
Q4 | $3.75M | Buy |
25,484
+190
| +0.8% | +$26K | 0.01% | 500 |
|
|
2021
Q3 | $3.14M | Buy |
25,294
+14,568
| +136% | +$1.96M | 0.01% | 555 |
|
|
2021
Q2 | $1.43M | Sell |
10,726
-14,991
| -58% | -$2.01M | ﹤0.01% | 794 |
|
|
2021
Q1 | $3.29M | Buy |
25,717
+112
| +0.4% | +$13.5K | 0.01% | 533 |
|
|
2020
Q4 | $3.1M | Buy |
25,605
+615
| +2% | +$69.3K | 0.01% | 503 |
|
|
2020
Q3 | $2.48M | Buy |
24,990
+690
| +3% | +$66.7K | 0.01% | 485 |
|
|
2020
Q2 | $2.17M | Buy |
24,300
+1,333
| +6% | +$112K | 0.01% | 471 |
|
|
2020
Q1 | $1.65M | Sell |
22,967
-1,629
| -7% | -$147K | 0.01% | 485 |
|
|
2019
Q4 | $2.45M | Buy |
24,596
+554
| +2% | +$52.5K | 0.01% | 449 |
|
|
2019
Q3 | $2.21M | Buy |
24,042
+435
| +2% | +$38.4K | 0.01% | 466 |
|
|
2019
Q2 | $2.14M | Buy |
23,607
+59
| +0.3% | +$5.06K | 0.01% | 478 |
|
|
2019
Q1 | $1.95M | Buy |
23,548
+53
| +0.2% | +$4.03K | 0.01% | 470 |
|
|
2018
Q4 | $1.59M | Buy |
23,495
+16,125
| +219% | +$1.16M | 0.01% | 481 |
|
|
2018
Q3 | $583K | Buy |
7,370
+400
| +6% | +$30.6K | ﹤0.01% | 1000 |
|
|
2018
Q2 | $503K | Buy |
6,970
+547
| +9% | +$40.5K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $488K | Buy |
6,423
+12
| +0.2% | +$911 | ﹤0.01% | 1099 |
|
|
2017
Q4 | $465K | Buy |
6,411
+999
| +18% | +$69.6K | ﹤0.01% | 1121 |
|
|
2017
Q3 | $357K | Buy |
5,412
+104
| +2% | +$6.58K | ﹤0.01% | 1227 |
|
|
2017
Q2 | $322K | Sell |
5,308
-12,822
| -71% | -$756K | ﹤0.01% | 1247 |
|
|
2017
Q1 | $980K | Sell |
18,130
-209
| -1% | -$11K | 0.01% | 681 |
|
|
2016
Q4 | $891K | Buy |
18,339
+15,076
| +462% | +$714K | 0.01% | 673 |
|
|
2016
Q3 | $156K | Buy |
3,263
+37
| +1% | +$1.76K | ﹤0.01% | 1548 |
|
|
2016
Q2 | $149K | Hold |
3,226
| – | – | ﹤0.01% | 1424 |
|
|
2016
Q1 | $161K | Sell |
3,226
-800
| -20% | -$38.1K | ﹤0.01% | 1327 |
|
|
2015
Q4 | $216K | Buy |
4,026
+2,647
| +192% | +$145K | ﹤0.01% | 1154 |
|
|
2015
Q3 | $72K | Buy |
+1,379
| New | +$74.4K | ﹤0.01% | 1788 |
|
|
2015
Q2 | – | Sell |
-2,553
| Closed | -$134K | – | 1171 |
|
|
2015
Q1 | $134K | Sell |
2,553
-671
| -21% | -$34.3K | ﹤0.01% | 1409 |
|
|
2014
Q4 | $170K | Hold |
3,224
| – | – | ﹤0.01% | 1239 |
|
|
2014
Q3 | $162K | Hold |
3,224
| – | – | ﹤0.01% | 1179 |
|
|
2014
Q2 | $169K | Sell |
3,224
-708
| -18% | -$37.2K | ﹤0.01% | 1122 |
|
|
2014
Q1 | $202K | Buy |
3,932
+24
| +0.6% | +$1.24K | ﹤0.01% | 992 |
|
|
2013
Q4 | $206K | Buy |
3,908
+1,628
| +71% | +$78.6K | ﹤0.01% | 850 |
|
|
2013
Q3 | $105K | Buy |
2,280
+1,293
| +131% | +$58.2K | ﹤0.01% | 1083 |
|
|
2013
Q2 | $42K | Buy |
+987
| New | +$41.2K | ﹤0.01% | 1467 |
|
Other funds holding AME
VCM
VPM
Creative Planning's AME Position: Q1 2026 in Review
Creative Planning increased its Ametek (AME) stake by 29% in Q1 2026, buying an estimated $3.47M and bringing the position to 70,175 shares worth $15M. The position accounts for 0.01% of the portfolio, ranked #535.
Creative Planning first reported a position in AME in Q2 2013 and has held it in 51 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.
- Creative Planning held 70,175 shares of Ametek worth $15M as of Q1 2026.
- Creative Planning bought 15,621 Ametek shares in Q1 2026, an estimated $3.47M.
- Ametek made up 0.01% of Creative Planning's portfolio in Q1 2026, its #535 holding.
- Creative Planning first reported a position in Ametek in Q2 2013 and has held it in 51 quarters since.
- 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.