JWA
AME icon

JFS Wealth Advisors’s Ametek AME Stock Holding History

JFS 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 		$28.3K Buy
117
+7
+6% +$1.61K ﹤0.01% 669
2026
Q1 		$23.6K Sell
110
-9
-8% -$2K ﹤0.01% 697
2025
Q4 		$24.4K Buy
119
+29
+32% +$5.64K ﹤0.01% 693
2025
Q3 		$16.9K Hold
90
– – ﹤0.01% 732
2025
Q2 		$16.3K Hold
90
– – ﹤0.01% 708
2025
Q1 		$15.5K Hold
90
– – ﹤0.01% 737
2024
Q4 		$16.2K Hold
90
– – ﹤0.01% 700
2024
Q3 		$15.5K Buy
90
+3
+3% +$501 ﹤0.01% 706
2024
Q2 		$14.5K Sell
87
-74
-46% -$12.8K ﹤0.01% 680
2024
Q1 		$29.4K Buy
161
+74
+85% +$12.7K ﹤0.01% 538
2023
Q4 		$14.3K Buy
87
+1
+1% +$152 ﹤0.01% 676
2023
Q3 		$12.7K Hold
86
– – ﹤0.01% 648
2023
Q2 		$13.9K Hold
86
– – ﹤0.01% 622
2023
Q1 		$12.5K Sell
86
-2
-2% -$284 ﹤0.01% 642
2022
Q4 		$12.3K Buy
88
+4
+5% +$530 ﹤0.01% 637
2022
Q3 		$10K Buy
84
+38
+83% +$4.55K ﹤0.01% 714
2022
Q2 		$5K Sell
46
-19
-29% -$2.31K ﹤0.01% 972
2022
Q1 		$9K Buy
+65
New +$8.73K ﹤0.01% 802
2018
Q2 		– Sell
-91
Closed -$7K – 459
2018
Q1 		$7K Hold
91
– – ﹤0.01% 392
2017
Q4 		$7K Buy
+91
New +$6.34K ﹤0.01% 396

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

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

JFS Wealth Advisors increased its Ametek (AME) stake by 6.4% in Q2 2026, buying an estimated $1.61K and bringing the position to 117 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

JFS Wealth Advisors first reported a position in AME in Q4 2017 and has held it in 20 quarters since. The position peaked at $29.4K in Q1 2024. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • JFS Wealth Advisors held 117 shares of Ametek worth $28.3K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Ametek shares in Q2 2026, an estimated $1.61K.
  • Ametek made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #669 holding.
  • JFS Wealth Advisors first reported a position in Ametek in Q4 2017 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Ametek position peaked at $29.4K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.