Endowment Wealth Management’s Ametek AME Stock Holding History

Endowment 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	$294K	Sell	1,215 -23	-2%	-$5.3K	0.11%	127
2026 Q1	$265K	Buy	+1,238	New	+$275K	0.12%	125

Other funds holding AME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Endowment Wealth Management reduced its Ametek (AME) stake by 1.9% in Q2 2026, selling an estimated $5.3K and leaving 1,215 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #127.

Endowment Wealth Management first reported a position in AME in Q1 2026 and has held it in 2 quarters since. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Endowment Wealth Management held 1,215 shares of Ametek worth $294K as of Q2 2026.
Endowment Wealth Management sold 23 Ametek shares in Q2 2026, an estimated $5.3K.
Ametek made up 0.11% of Endowment Wealth Management's portfolio in Q2 2026, its #127 holding.
Endowment Wealth Management first reported a position in Ametek in Q1 2026 and has held it in 2 quarters since.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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