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	$419K	Buy	+1,730	New	+$399K	0.32%	80

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 $3.38T AUM 44.17% 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

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 $419K. The stake represents 0.32% of the portfolio and ranks #80 among its holdings.

1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Larry Mathis Financial Planning held 1,730 shares of Ametek worth $419K as of Q2 2026.
Ametek was a new Larry Mathis Financial Planning position in Q2 2026.
Ametek made up 0.32% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #80 holding.
1,200 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.