Lodestone Wealth Management’s Ametek AME Stock Holding History

Lodestone 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	$2.42K	Hold	10	–	–	﹤0.01%	666
2026 Q1	$2.14K	Hold	10	–	–	﹤0.01%	661
2025 Q4	$2.05K	Buy	+10	New	+$1.95K	﹤0.01%	674

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 $3.37T AUM 44.26% 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

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

Lodestone Wealth Management held its Ametek (AME) position steady in Q2 2026 at 10 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Lodestone Wealth Management first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Lodestone Wealth Management held 10 shares of Ametek worth $2.42K as of Q2 2026.
Lodestone Wealth Management left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #666 holding.
Lodestone Wealth Management first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.