BFC Planning, Inc.’s Ametek AME Stock Holding History

BFC Planning, Inc.’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	$33.2K	Hold	137	–	–	﹤0.01%	1759
2026 Q1	$29.4K	Buy	137 +29	+27%	+$6.44K	﹤0.01%	1550
2025 Q4	$22.2K	Hold	108	–	–	﹤0.01%	1707
2025 Q3	$20.3K	Hold	108	–	–	﹤0.01%	1575
2025 Q2	$19.5K	Sell	108 -5	-4%	-$860	﹤0.01%	1509
2025 Q1	$19.5K	Buy	113 +13	+13%	+$2.36K	﹤0.01%	1473
2024 Q4	$18K	Buy	+100	New	+$18.2K	﹤0.01%	1504

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s AME Position: Q2 2026 in Review

BFC Planning, Inc. held its Ametek (AME) position steady in Q2 2026 at 137 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

BFC Planning, Inc. first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 1,203 funds tracked by Wall St. Rank hold AME as of Q2 2026.

BFC Planning, Inc. held 137 shares of Ametek worth $33.2K as of Q2 2026.
BFC Planning, Inc. left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1759 holding.
BFC Planning, Inc. first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
1,203 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.