CI
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CX Institutional’s Ametek AME Stock Holding History

CX Institutional’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 		$487K Sell
2,013
-64
-3% -$14.7K 0.01% 484
2026
Q1 		$445K Sell
2,077
-22
-1% -$4.89K 0.01% 492
2025
Q4 		$431K Buy
2,099
+230
+12% +$44.8K 0.01% 463
2025
Q3 		$351K Buy
1,869
+66
+4% +$12.1K 0.01% 524
2025
Q2 		$326K Buy
1,803
+175
+11% +$30.1K 0.01% 482
2025
Q1 		$280K Sell
1,628
-14
-0.9% -$2.54K 0.01% 500
2024
Q4 		$296K Buy
1,642
+44
+3% +$8.02K 0.01% 446
2024
Q3 		$274K Buy
1,598
+15
+0.9% +$2.5K 0.01% 485
2024
Q2 		$264K Sell
1,583
-17
-1% -$2.94K 0.01% 485
2024
Q1 		$293K Buy
1,600
+423
+36% +$72.9K 0.01% 461
2023
Q4 		$194K Sell
1,177
-444
-27% -$67.7K 0.01% 496
2023
Q3 		$240K Sell
1,621
-12
-0.7% -$1.87K 0.01% 445
2023
Q2 		$264K Buy
1,633
+154
+10% +$22.5K 0.01% 456
2023
Q1 		$214K Buy
+1,479
New +$210K 0.01% 465
2022
Q3 		– Sell
-531
Closed -$59K – 481
2022
Q2 		$59K Buy
+531
New +$64.5K ﹤0.01% 638
2022
Q1 		– Sell
-24,492
Closed -$3.6M – 370
2021
Q4 		$3.6M Buy
24,492
+12,125
+98% +$1.66M 0.29% 108
2021
Q3 		$1.53M Buy
12,367
+11,743
+1,882% +$1.58M 0.13% 176
2021
Q2 		$83K Buy
624
+239
+62% +$32K 0.01% 466
2021
Q1 		$49K Buy
385
+83
+27% +$10K ﹤0.01% 493
2020
Q4 		$37K Buy
302
+96
+47% +$10.8K ﹤0.01% 497
2020
Q3 		$20K Buy
206
+37
+22% +$3.58K ﹤0.01% 540
2020
Q2 		$15K Buy
169
+121
+252% +$10.2K ﹤0.01% 496
2020
Q1 		$3K Sell
48
-29
-38% -$2.62K ﹤0.01% 599
2019
Q4 		$8K Hold
77
– – ﹤0.01% 452
2019
Q3 		$7K Sell
77
-62
-45% -$5.47K ﹤0.01% 509
2019
Q2 		$13K Buy
139
+84
+153% +$7.2K ﹤0.01% 441
2019
Q1 		$5K Buy
+55
New +$4.18K ﹤0.01% 537

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CX Institutional's AME Position: Q2 2026 in Review

CX Institutional reduced its Ametek (AME) stake by 3.1% in Q2 2026, selling an estimated $14.7K and leaving 2,013 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #484.

CX Institutional first reported a position in AME in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.6M in Q4 2021. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • CX Institutional held 2,013 shares of Ametek worth $487K as of Q2 2026.
  • CX Institutional sold 64 Ametek shares in Q2 2026, an estimated $14.7K.
  • Ametek made up 0.01% of CX Institutional's portfolio in Q2 2026, its #484 holding.
  • CX Institutional first reported a position in Ametek in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Ametek position peaked at $3.6M in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.