LMFP
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Larry Mathis Financial Planning’s Ametek AME Stock Holding History

Larry Mathis 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 		$419M Buy
+1,730
New +$399K 0.34% 79

Other funds holding AME

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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Larry Mathis Financial Planning's AME Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Ametek (AME) in Q2 2026: 1,730 shares worth $419M. The stake represents 0.34% of the portfolio and ranks #79 among its holdings.

158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Larry Mathis Financial Planning held 1,730 shares of Ametek worth $419M as of Q2 2026.
  • Ametek was a new Larry Mathis Financial Planning position in Q2 2026.
  • Ametek made up 0.34% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #79 holding.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.