Lyell Wealth Management’s Ametek AME Stock Holding History

Lyell 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	$539K	Hold	2,227	–	–	0.03%	162
2026 Q1	$477K	Hold	2,227	–	–	0.04%	153
2025 Q4	$457K	Buy	2,227 +173	+8%	+$33.7K	0.03%	154
2025 Q3	$386K	Hold	2,054	–	–	0.03%	161
2025 Q2	$372K	Hold	2,054	–	–	0.03%	163
2025 Q1	$354K	Hold	2,054	–	–	0.03%	162
2024 Q4	$370K	Hold	2,054	–	–	0.03%	155
2024 Q3	$353K	Hold	2,054	–	–	0.03%	168
2024 Q2	$342K	Hold	2,054	–	–	0.03%	158
2024 Q1	$376K	Hold	2,054	–	–	0.04%	155
2023 Q4	$339K	Buy	+2,054	New	+$313K	0.04%	157

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

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

Lyell Wealth Management held its Ametek (AME) position steady in Q2 2026 at 2,227 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #162.

Lyell Wealth Management first reported a position in AME in Q4 2023 and has held it in 11 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Lyell Wealth Management held 2,227 shares of Ametek worth $539K as of Q2 2026.
Lyell Wealth Management left its Ametek share count unchanged in Q2 2026.
Ametek made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #162 holding.
Lyell Wealth Management first reported a position in Ametek in Q4 2023 and has held it in 11 quarters since.
1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.