IWA
AME icon

IVC Wealth Advisors’s Ametek AME Stock Holding History

IVC 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 		$1.34M Buy
5,531
+1
+0% +$230 0.52% 35
2026
Q1 		$1.19M Sell
5,530
-250
-4% -$55.6K 0.51% 37
2025
Q4 		$1.19M Buy
5,780
+1
+0% +$195 0.52% 38
2025
Q3 		$1.09M Buy
5,779
+1
+0% +$184 0.49% 41
2025
Q2 		$1.05M Buy
5,778
+150
+3% +$25.8K 0.51% 41
2025
Q1 		$969K Buy
5,628
+9
+0.2% +$1.64K 0.52% 43
2024
Q4 		$1.01M Sell
5,619
-415
-7% -$75.6K 0.57% 37
2024
Q3 		$1.04M Sell
6,034
-199
-3% -$33.2K 0.57% 41
2024
Q2 		$1.04M Buy
6,233
+1
+0% +$173 0.58% 40
2024
Q1 		$1.14M Hold
6,232
– – 0.66% 40
2023
Q4 		$1.03M Buy
6,232
+2
+0% +$305 0.64% 41
2023
Q3 		$921K Sell
6,230
-168
-3% -$26.2K 0.62% 44
2023
Q2 		$1.04M Sell
6,398
-74
-1% -$10.8K 0.66% 38
2023
Q1 		$941K Hold
6,472
– – 0.67% 37
2022
Q4 		$904K Buy
6,472
+1
+0% +$133 0.67% 44
2022
Q3 		$734K Buy
6,471
+1
+0% +$120 0.59% 47
2022
Q2 		$711K Buy
6,470
+63
+1% +$7.66K 0.55% 51
2022
Q1 		$853K Hold
6,407
– – 0.56% 47
2021
Q4 		$942K Sell
6,407
-299
-4% -$40.9K 0.61% 45
2021
Q3 		$832K Buy
6,706
+201
+3% +$27K 0.57% 47
2021
Q2 		$868K Hold
6,505
– – 0.61% 43
2021
Q1 		$831K Buy
6,505
+200
+3% +$24.1K 0.65% 41
2020
Q4 		$762K Buy
+6,305
New +$710K 0.73% 39

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

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

IVC Wealth Advisors increased its Ametek (AME) stake by 0.02% in Q2 2026, buying an estimated $230 and bringing the position to 5,531 shares worth $1.34M. The position accounts for 0.52% of the portfolio, ranked #35.

IVC Wealth Advisors first reported a position in AME in Q4 2020 and has held it in 23 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • IVC Wealth Advisors held 5,531 shares of Ametek worth $1.34M as of Q2 2026.
  • IVC Wealth Advisors bought 1 Ametek share in Q2 2026, an estimated $230.
  • Ametek made up 0.52% of IVC Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • IVC Wealth Advisors first reported a position in Ametek in Q4 2020 and has held it in 23 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.