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Cypress Advisory Group’s Ametek AME Stock Holding History

Cypress Advisory 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 		$2.76M Hold
11,405
– – 2.14% 12
2026
Q1 		$2.44M Hold
11,405
– – 1.86% 12
2025
Q4 		$2.34M Hold
11,405
– – 1.72% 15
2025
Q3 		$2.14M Buy
11,405
+45
+0.4% +$8.28K 1.59% 16
2025
Q2 		$2.06M Buy
11,360
+3,235
+40% +$557K 1.6% 16
2025
Q1 		$1.4M Hold
8,125
– – 1.28% 25
2024
Q4 		$1.46M Buy
+8,125
New +$1.48M 1.35% 22

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

Cypress Advisory Group's AME Position: Q2 2026 in Review

Cypress Advisory Group held its Ametek (AME) position steady in Q2 2026 at 11,405 shares worth $2.76M. The position accounts for 2.14% of the portfolio, ranked #12.

Cypress Advisory Group first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Cypress Advisory Group held 11,405 shares of Ametek worth $2.76M as of Q2 2026.
  • Cypress Advisory Group left its Ametek share count unchanged in Q2 2026.
  • Ametek made up 2.14% of Cypress Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Cypress Advisory Group first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.