Dogwood Wealth Management’s Ametek AME Stock Holding History

Dogwood Wealth Management’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	$91.2K	Sell	377 -726	-66%	-$167K	0.04%	117
2026 Q1	$236K	Sell	1,103 -308	-22%	-$68.4K	0.1%	78
2025 Q4	$290K	Sell	1,411 -266	-16%	-$51.8K	0.13%	79
2025 Q3	$315K	Sell	1,677 -748	-31%	-$138K	0.14%	76
2025 Q2	$440K	Sell	2,425 -1,283	-35%	-$221K	0.21%	74
2025 Q1	$638K	Buy	+3,708	New	+$674K	0.34%	73
2024 Q3	–	Hold	0	–	–	–	346
2024 Q2	–	Hold	0	–	–	–	370
2024 Q1	–	Hold	0	–	–	–	374
2023 Q4	–	Hold	0	–	–	–	352

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 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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Dogwood Wealth Management's AME Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Ametek (AME) stake by 66% in Q2 2026, selling an estimated $167K and leaving 377 shares worth $91.2K. The position accounts for 0.04% of the portfolio, ranked #117.

Dogwood Wealth Management first reported a position in AME in Q1 2025 and has held it in 6 quarters since. The position peaked at $638K in Q1 2025. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Dogwood Wealth Management held 377 shares of Ametek worth $91.2K as of Q2 2026.
Dogwood Wealth Management sold 726 Ametek shares in Q2 2026, an estimated $167K.
Ametek made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #117 holding.
Dogwood Wealth Management first reported a position in Ametek in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Ametek position peaked at $638K in Q1 2025.
158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.