Loring Wolcott & Coolidge Fiduciary Advisors’s Ametek AME Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$294K	Sell	1,216 -3,000	-71%	-$691K	﹤0.01%	284
2026 Q1	$990K	Sell	4,216 -33	-0.8%	-$7.33K	0.01%	167
2025 Q4	$937K	Hold	4,249	–	–	0.01%	175
2025 Q3	$804K	Buy	4,249 +3,000	+240%	+$552K	0.01%	194
2025 Q2	$226K	Hold	1,249	–	–	﹤0.01%	261
2025 Q1	$203K	Hold	1,249	–	–	﹤0.01%	266
2024 Q4	$231K	Buy	1,249 +249	+25%	+$45.4K	﹤0.01%	270
2024 Q3	$167K	Buy	+1,000	New	+$167K	﹤0.01%	297
2024 Q1	–	Sell	-300	Closed	-$48.6K	–	566
2023 Q4	$48.6K	Hold	300	–	–	﹤0.01%	403
2023 Q3	$43.1K	Hold	300	–	–	﹤0.01%	430
2023 Q2	$48.6K	Hold	300	–	–	﹤0.01%	428
2023 Q1	$43.6K	Hold	300	–	–	﹤0.01%	425
2022 Q4	$41.9K	Hold	300	–	–	﹤0.01%	423
2022 Q3	$34K	Hold	300	–	–	﹤0.01%	457
2022 Q2	$33K	Hold	300	–	–	﹤0.01%	471
2022 Q1	$40K	Hold	300	–	–	﹤0.01%	464
2021 Q4	$44K	Hold	300	–	–	﹤0.01%	475
2021 Q3	$37K	Hold	300	–	–	﹤0.01%	482
2021 Q2	$40K	Buy	+300	New	+$40.2K	﹤0.01%	489
2021 Q1	–	Sell	-300	Closed	-$36K	–	317
2020 Q4	$36K	Hold	300	–	–	﹤0.01%	455
2020 Q3	$30K	Sell	300 -230	-43%	-$22.2K	﹤0.01%	438
2020 Q2	$47K	Hold	530	–	–	﹤0.01%	379
2020 Q1	$38K	Buy	530 +222	+72%	+$20K	﹤0.01%	404
2019 Q4	$31K	Sell	308 -13	-4%	-$1.23K	﹤0.01%	474
2019 Q3	$29K	Hold	321	–	–	﹤0.01%	471
2019 Q2	$29K	Buy	321 +78	+32%	+$6.68K	﹤0.01%	466
2019 Q1	$20K	Sell	243 -255	-51%	-$19.4K	﹤0.01%	523
2018 Q4	$34K	Hold	498	–	–	﹤0.01%	452
2018 Q3	$39K	Hold	498	–	–	﹤0.01%	444
2018 Q2	$36K	Hold	498	–	–	﹤0.01%	459
2018 Q1	$38K	Hold	498	–	–	﹤0.01%	471
2017 Q4	$36K	Hold	498	–	–	﹤0.01%	469
2017 Q3	$33K	Buy	498 +13	+3%	+$822	﹤0.01%	464
2017 Q2	$30K	Sell	485 -170	-26%	-$10K	﹤0.01%	459
2017 Q1	$35K	Hold	655	–	–	﹤0.01%	447
2016 Q4	$32K	Hold	655	–	–	﹤0.01%	432
2016 Q3	$31K	Hold	655	–	–	﹤0.01%	442
2016 Q2	$30K	Hold	655	–	–	﹤0.01%	444
2016 Q1	$33K	Hold	655	–	–	﹤0.01%	439
2015 Q4	$35K	Sell	655 -70	-10%	-$3.84K	﹤0.01%	464
2015 Q3	$40K	Hold	725	–	–	﹤0.01%	437
2015 Q2	$40K	Hold	725	–	–	﹤0.01%	437
2015 Q1	$38K	Sell	725 -205	-22%	-$10.5K	﹤0.01%	459
2014 Q4	$49K	Hold	930	–	–	﹤0.01%	426
2014 Q3	$47K	Sell	930 -195	-17%	-$10.1K	﹤0.01%	419
2014 Q2	$59K	Buy	+1,125	New	+$59.1K	﹤0.01%	416

Other funds holding AME

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AME Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Ametek (AME) stake by 71% in Q2 2026, selling an estimated $691K and leaving 1,216 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AME in Q2 2014 and has held it in 46 quarters since. The position peaked at $990K in Q1 2026. 499 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,216 shares of Ametek worth $294K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,000 Ametek shares in Q2 2026, an estimated $691K.
Ametek made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #284 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ametek in Q2 2014 and has held it in 46 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Ametek position peaked at $990K in Q1 2026.
499 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.