FWA
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FSM Wealth Advisors’s Ametek AME Stock Holding History

FSM Wealth 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 		$526K Sell
2,173
-163
-7% -$37.5K 0.06% 180
2026
Q1 		$501K Sell
2,336
-58
-2% -$12.9K 0.06% 165
2025
Q4 		$491K Sell
2,394
-3,974
-62% -$773K 0.07% 169
2025
Q3 		$1.2M Buy
6,368
+176
+3% +$32.4K 0.17% 82
2025
Q2 		$1.13M Buy
6,192
+223
+4% +$38.4K 0.18% 82
2025
Q1 		$1.03M Buy
5,969
+138
+2% +$25.1K 0.23% 59
2024
Q4 		$1.05M Sell
5,831
-191
-3% -$34.8K 0.26% 56
2024
Q3 		$1.03M Buy
6,022
+129
+2% +$21.5K 0.27% 55
2024
Q2 		$982K Sell
5,893
-24
-0.4% -$4.15K 0.33% 52
2024
Q1 		$1.08M Buy
5,917
+39
+0.7% +$6.72K 0.38% 48
2023
Q4 		$969K Sell
5,878
-70
-1% -$10.7K 0.41% 47
2023
Q3 		$879K Buy
5,948
+142
+2% +$22.2K 0.44% 46
2023
Q2 		$915K Buy
5,806
+467
+9% +$68.2K 0.46% 45
2023
Q1 		$776K Buy
5,339
+12
+0.2% +$1.71K 0.45% 48
2022
Q4 		$744K Sell
5,327
-110
-2% -$14.6K 0.53% 45
2022
Q3 		$617K Buy
5,437
+228
+4% +$27.3K 0.51% 50
2022
Q2 		$655K Buy
+5,209
New +$633K 0.65% 41

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

FSM Wealth Advisors's AME Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Ametek (AME) stake by 7% in Q2 2026, selling an estimated $37.5K and leaving 2,173 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #180.

FSM Wealth Advisors first reported a position in AME in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q3 2025. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • FSM Wealth Advisors held 2,173 shares of Ametek worth $526K as of Q2 2026.
  • FSM Wealth Advisors sold 163 Ametek shares in Q2 2026, an estimated $37.5K.
  • Ametek made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • FSM Wealth Advisors first reported a position in Ametek in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's Ametek position peaked at $1.2M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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