Grant Private Wealth Management’s Ametek AME Stock Holding History

Grant Private 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	$655K	Hold	2,707	–	–	0.28%	72
2026 Q1	$580K	Hold	2,707	–	–	0.31%	69
2025 Q4	$556K	Hold	2,707	–	–	0.34%	65
2025 Q3	$509K	Buy	+2,707	New	+$498K	0.31%	69
2025 Q2	–	Sell	-2,707	Closed	-$466K	–	76
2025 Q1	$466K	Hold	2,707	–	–	0.5%	56
2024 Q4	$488K	Buy	+2,707	New	+$493K	0.53%	48

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 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

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

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

Grant Private Wealth Management's AME Position: Q2 2026 in Review

Grant Private Wealth Management held its Ametek (AME) position steady in Q2 2026 at 2,707 shares worth $655K. The position accounts for 0.28% of the portfolio, ranked #72.

Grant Private Wealth Management first reported a position in AME in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Grant Private Wealth Management held 2,707 shares of Ametek worth $655K as of Q2 2026.
Grant Private Wealth Management left its Ametek share count unchanged in Q2 2026.
Ametek made up 0.28% of Grant Private Wealth Management's portfolio in Q2 2026, its #72 holding.
Grant Private Wealth Management first reported a position in Ametek in Q4 2024 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.