Empirical Wealth Management’s Ametek AME Stock Holding History

Empirical 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	$1.28M	Buy	5,302 +1,470	+38%	+$339K	0.02%	351
2026 Q1	$821K	Buy	3,832 +963	+34%	+$214K	0.01%	399
2025 Q4	$589K	Buy	+2,869	New	+$558K	0.01%	460
2024 Q3	–	Sell	-1,429	Closed	-$238K	–	571
2024 Q2	$238K	Buy	+1,429	New	+$247K	0.01%	500
2024 Q1	–	Sell	-1,446	Closed	-$238K	–	532
2023 Q4	$238K	Buy	+1,446	New	+$220K	0.01%	439
2023 Q2	–	Sell	-2,405	Closed	-$350K	–	463
2023 Q1	$350K	Buy	+2,405	New	+$342K	0.02%	374

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Empirical Wealth Management increased its Ametek (AME) stake by 38% in Q2 2026, buying an estimated $339K and bringing the position to 5,302 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #351.

Empirical Wealth Management first reported a position in AME in Q1 2023 and has held it in 6 quarters since. 786 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Empirical Wealth Management held 5,302 shares of Ametek worth $1.28M as of Q2 2026.
Empirical Wealth Management bought 1,470 Ametek shares in Q2 2026, an estimated $339K.
Ametek made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #351 holding.
Empirical Wealth Management first reported a position in Ametek in Q1 2023 and has held it in 6 quarters since.
786 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.