HWA
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HCR Wealth Advisors’s Ametek AME Stock Holding History

HCR 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 		$16M Sell
65,935
-2,523
-4% -$581K 1.43% 13
2026
Q1 		$14.7M Sell
68,458
-8,994
-12% -$2M 1.52% 12
2025
Q4 		$15.9M Sell
77,452
-9,170
-11% -$1.78M 1.57% 11
2025
Q3 		$16.1M Sell
86,622
-7,410
-8% -$1.36M 1.67% 11
2025
Q2 		$17M Sell
94,032
-640
-0.7% -$110K 2% 8
2025
Q1 		$16.3M Hold
94,672
– – 2.12% 9
2024
Q4 		$17.1M Sell
94,672
-17,700
-16% -$3.22M 2.14% 9
2024
Q3 		$19.3M Hold
112,372
– – 2.53% 8
2024
Q2 		$18.7M Hold
112,372
– – 2.68% 8
2024
Q1 		$20.6M Sell
112,372
-6,150
-5% -$1.06M 3.12% 6
2023
Q4 		$19.5M Buy
+118,522
New +$18.1M 3.09% 6

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

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

HCR Wealth Advisors reduced its Ametek (AME) stake by 3.7% in Q2 2026, selling an estimated $581K and leaving 65,935 shares worth $16M. The position accounts for 1.43% of the portfolio, ranked #13.

HCR Wealth Advisors first reported a position in AME in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.6M in Q1 2024. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • HCR Wealth Advisors held 65,935 shares of Ametek worth $16M as of Q2 2026.
  • HCR Wealth Advisors sold 2,523 Ametek shares in Q2 2026, an estimated $581K.
  • Ametek made up 1.43% of HCR Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • HCR Wealth Advisors first reported a position in Ametek in Q4 2023 and has held it in 11 quarters since.
  • HCR Wealth Advisors's Ametek position peaked at $20.6M in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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