IAA
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Independent Advisor Alliance’s Ametek AME Stock Holding History

Independent Advisor Alliance’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 		$535K Buy
2,213
+44
+2% +$10.1K 0.01% 649
2026
Q1 		$465K Sell
2,169
-58
-3% -$12.9K 0.01% 1143
2025
Q4 		$457K Buy
2,227
+112
+5% +$21.8K 0.01% 671
2025
Q3 		$398K Sell
2,115
-339
-14% -$62.4K 0.01% 688
2025
Q2 		$444K Buy
2,454
+20
+0.8% +$3.44K 0.01% 615
2025
Q1 		$419K Buy
2,434
+47
+2% +$8.54K 0.01% 573
2024
Q4 		$430K Buy
+2,387
New +$435K 0.01% 1004

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's AME Position: Q2 2026 in Review

Independent Advisor Alliance increased its Ametek (AME) stake by 2% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,213 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #649.

Independent Advisor Alliance first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Independent Advisor Alliance held 2,213 shares of Ametek worth $535K as of Q2 2026.
  • Independent Advisor Alliance bought 44 Ametek shares in Q2 2026, an estimated $10.1K.
  • Ametek made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #649 holding.
  • Independent Advisor Alliance first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.