Kerr Financial Planning’s Ametek AME Stock Holding History

Kerr Financial Planning’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	$20.3K	Hold	84	–	–	0.02%	280
2026 Q1	$19.3K	Hold	84	–	–	0.01%	284
2025 Q4	$19.3K	Hold	84	–	–	0.03%	285
2025 Q3	$16.3K	Buy	+84	New	+$15.5K	0.02%	287

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kerr Financial Planning's AME Position: Q2 2026 in Review

Kerr Financial Planning held its Ametek (AME) position steady in Q2 2026 at 84 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #280.

Kerr Financial Planning first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,192 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Kerr Financial Planning held 84 shares of Ametek worth $20.3K as of Q2 2026.
Kerr Financial Planning left its Ametek share count unchanged in Q2 2026.
Ametek made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #280 holding.
Kerr Financial Planning first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
1,192 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.