Evoke Wealth’s Ametek AME Stock Holding History

Evoke Wealth’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	–	Sell	-1,600	Closed	-$343K	–	33
2026 Q1	$343K	Buy	1,600 +111	+7%	+$24.7K	0.01%	508
2025 Q4	$306K	Buy	1,489 +95	+7%	+$18.5K	0.01%	515
2025 Q3	$262K	Buy	1,394 +189	+16%	+$34.8K	0.01%	536
2025 Q2	$218K	Buy	+1,205	New	+$207K	0.01%	546
2022 Q4	–	Sell	-123	Closed	-$14K	–	389
2022 Q3	$14K	Buy	123 +14	+13%	+$1.68K	﹤0.01%	692
2022 Q2	$12K	Buy	109 +34	+45%	+$4.13K	﹤0.01%	737
2022 Q1	$10K	Sell	75 -51	-40%	-$6.85K	﹤0.01%	761
2021 Q4	$19K	Hold	126	–	–	﹤0.01%	682
2021 Q3	$15K	Hold	126	–	–	﹤0.01%	677
2021 Q2	$17K	Sell	126 -3	-2%	-$402	﹤0.01%	674
2021 Q1	$16K	Buy	129 +51	+65%	+$6.16K	﹤0.01%	621
2020 Q4	$9K	Hold	78	–	–	﹤0.01%	601
2020 Q3	$8K	Hold	78	–	–	﹤0.01%	589
2020 Q2	$7K	Hold	78	–	–	﹤0.01%	589
2020 Q1	$5.62K	Sell	78 -38	-33%	-$3.43K	﹤0.01%	586
2019 Q4	$11.6K	Sell	116 -2	-2%	-$190	﹤0.01%	707
2019 Q3	$10.8K	Buy	+118	New	+$10.4K	﹤0.01%	800

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

Evoke Wealth's AME Position: Q2 2026 in Review

Evoke Wealth sold out of Ametek (AME) in Q2 2026, closing a stake of 1,600 shares — an estimated $343K sold.

Evoke Wealth first reported a position in AME in Q3 2019 and held it in 17 quarters. The position peaked at $343K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Evoke Wealth reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,600 Ametek shares in Q2 2026, an estimated $343K.
Evoke Wealth first reported a position in Ametek in Q3 2019 and held it in 17 quarters.
Evoke Wealth's Ametek position peaked at $343K in Q1 2026.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.