Lyell Wealth Management
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
Q3 		$552K Hold
2,227
– – 0.03% 167
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Lyell Wealth Management's AME Position: Q3 2026 in Review

Lyell Wealth Management held its Ametek (AME) position steady in Q3 2026 at 2,227 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #167.

Lyell Wealth Management first reported a position in AME in Q4 2023 and has held it in 12 quarters since. 689 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Lyell Wealth Management held 2,227 shares of Ametek worth $552K as of Q3 2026.
  • Lyell Wealth Management left its Ametek share count unchanged in Q3 2026.
  • Ametek made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #167 holding.
  • Lyell Wealth Management first reported a position in Ametek in Q4 2023 and has held it in 12 quarters since.
  • 689 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.