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Fi3 Financial Advisors’s Ametek AME Stock Holding History

Fi3 Financial Advisors’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 		$354K Sell
1,048
-217
-17% -$50K 0.08% 131
2026
Q1 		$271K Buy
1,265
+36
+3% +$8K 0.08% 157
2025
Q4 		$252K Buy
1,229
+59
+5% +$11.5K 0.08% 149
2025
Q3 		$220K Buy
+1,170
New +$215K 0.07% 143

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fi3 Financial Advisors's AME Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Ametek (AME) stake by 17% in Q2 2026, selling an estimated $50K and leaving 1,048 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #131.

Fi3 Financial Advisors first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Fi3 Financial Advisors held 1,048 shares of Ametek worth $354K as of Q2 2026.
  • Fi3 Financial Advisors sold 217 Ametek shares in Q2 2026, an estimated $50K.
  • Ametek made up 0.08% of Fi3 Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Fi3 Financial Advisors first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.