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Legacy Wealth Management (Mississippi)’s Ametek AME Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$230K Sell
950
-1,800
-65% -$415K 0.06% 111
2026
Q1 		$589K Hold
2,750
– – 0.17% 65
2025
Q4 		$565K Buy
2,750
+730
+36% +$142K 0.15% 66
2025
Q3 		$380K Sell
2,020
-730
-27% -$134K 0.11% 71
2025
Q2 		$498K Sell
2,750
-155
-5% -$26.7K 0.15% 65
2025
Q1 		$500K Sell
2,905
-69
-2% -$12.5K 0.16% 66
2024
Q4 		$536K Buy
2,974
+120
+4% +$21.9K 0.21% 65
2024
Q3 		$490K Hold
2,854
– – 0.18% 74
2024
Q2 		$476K Hold
2,854
– – 0.2% 59
2024
Q1 		$522K Hold
2,854
– – 0.24% 57
2023
Q4 		$471K Hold
2,854
– – 0.23% 62
2023
Q3 		$422K Sell
2,854
-28
-1% -$4.37K 0.22% 66
2023
Q2 		$467K Sell
2,882
-11
-0.4% -$1.61K 0.23% 61
2023
Q1 		$420K Hold
2,893
– – 0.23% 62
2022
Q4 		$404K Sell
2,893
-85
-3% -$11.3K 0.24% 62
2022
Q3 		$338K Sell
2,978
-600
-17% -$71.9K 0.23% 67
2022
Q2 		$393K Hold
3,578
– – 0.24% 72
2022
Q1 		$477K Hold
3,578
– – 0.25% 74
2021
Q4 		$526K Hold
3,578
– – 0.27% 71
2021
Q3 		$444K Sell
3,578
-70
-2% -$9.4K 0.24% 77
2021
Q2 		$487K Hold
3,648
– – 0.27% 71
2021
Q1 		$466K Sell
3,648
-199
-5% -$24K 0.28% 67
2020
Q4 		$465K Sell
3,847
-100
-3% -$11.3K 0.29% 68
2020
Q3 		$392K Hold
3,947
– – 0.27% 73
2020
Q2 		$353K Buy
3,947
+322
+9% +$27K 0.27% 76
2020
Q1 		$261K Buy
+3,625
New +$327K 0.24% 80

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

Legacy Wealth Management (Mississippi)'s AME Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Ametek (AME) stake by 65% in Q2 2026, selling an estimated $415K and leaving 950 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #111.

Legacy Wealth Management (Mississippi) first reported a position in AME in Q1 2020 and has held it in 26 quarters since. The position peaked at $589K in Q1 2026. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 950 shares of Ametek worth $230K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 1,800 Ametek shares in Q2 2026, an estimated $415K.
  • Ametek made up 0.06% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #111 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Ametek in Q1 2020 and has held it in 26 quarters since.
  • Legacy Wealth Management (Mississippi)'s Ametek position peaked at $589K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.