LWM
AME icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Lyell Wealth Management held its Ametek (AME) position steady in Q1 2026 at 2,227 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #153.

Lyell Wealth Management first reported a position in AME in Q4 2023 and has held it in 10 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Lyell Wealth Management held 2,227 shares of Ametek worth $477K as of Q1 2026.
  • Lyell Wealth Management left its Ametek share count unchanged in Q1 2026.
  • Ametek made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Lyell Wealth Management first reported a position in Ametek in Q4 2023 and has held it in 10 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.