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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

LJI Wealth Management's AME Position: Q1 2026 in Review

LJI Wealth Management held its Ametek (AME) position steady in Q1 2026 at 2,087 shares worth $447K. 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 14 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

LJI Wealth Management held 2,087 shares of Ametek worth $447K as of Q1 2026.
LJI Wealth Management left its Ametek share count unchanged in Q1 2026.
Ametek made up 0.07% of LJI Wealth Management's portfolio in Q1 2026, its #114 holding.
LJI Wealth Management first reported a position in Ametek in Q4 2022 and has held it in 14 quarters since.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.