LWM
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LJI Wealth Management’s Ametek AME Stock Holding History

LJI Wealth Management’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 		$505K Hold
2,087
– – 0.07% 114
2026
Q1 		$447K Hold
2,087
– – 0.07% 114
2025
Q4 		$428K Hold
2,087
– – 0.07% 120
2025
Q3 		$392K Hold
2,087
– – 0.07% 112
2025
Q2 		$378K Hold
2,087
– – 0.07% 122
2025
Q1 		$359K Hold
2,087
– – 0.07% 117
2024
Q4 		$376K Hold
2,087
– – 0.07% 114
2024
Q3 		$358K Hold
2,087
– – 0.07% 138
2024
Q2 		$348K Hold
2,087
– – 0.08% 133
2024
Q1 		$382K Hold
2,087
– – 0.1% 99
2023
Q4 		$344K Sell
2,087
-250
-11% -$38.1K 0.09% 123
2023
Q3 		$345K Sell
2,337
-225
-9% -$35.1K 0.1% 110
2023
Q2 		$415K Sell
2,562
-225
-8% -$32.9K 0.12% 88
2023
Q1 		$405K Sell
2,787
-363
-12% -$51.6K 0.13% 86
2022
Q4 		$440K Buy
+3,150
New +$417K 0.15% 74

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 $3.37T AUM 44.26% 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

LJI Wealth Management's AME Position: Q2 2026 in Review

LJI Wealth Management held its Ametek (AME) position steady in Q2 2026 at 2,087 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #114.

LJI Wealth Management first reported a position in AME in Q4 2022 and has held it in 15 quarters since. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • LJI Wealth Management held 2,087 shares of Ametek worth $505K as of Q2 2026.
  • LJI Wealth Management left its Ametek share count unchanged in Q2 2026.
  • Ametek made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #114 holding.
  • LJI Wealth Management first reported a position in Ametek in Q4 2022 and has held it in 15 quarters since.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.