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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 1,200 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.
  • 1,200 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.