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Marks Group Wealth Management’s Ametek AME Stock Holding History

Marks Group 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 		$6.41M Sell
26,493
-7,593
-22% -$1.75M 0.56% 39
2026
Q1 		$7.31M Sell
34,086
-7,714
-18% -$1.71M 0.7% 39
2025
Q4 		$8.58M Sell
41,800
-5,235
-11% -$1.02M 0.82% 28
2025
Q3 		$8.84M Sell
47,035
-1,515
-3% -$279K 0.82% 37
2025
Q2 		$8.79M Buy
48,550
+68
+0.1% +$11.7K 0.82% 48
2025
Q1 		$8.35M Buy
48,482
+817
+2% +$149K 0.8% 50
2024
Q4 		$8.59M Sell
47,665
-1,835
-4% -$334K 0.85% 42
2024
Q3 		$8.5M Buy
49,500
+2,069
+4% +$345K 0.81% 52
2024
Q2 		$7.91M Buy
47,431
+163
+0.3% +$28.2K 0.83% 48
2024
Q1 		$8.65M Sell
47,268
-462
-1% -$79.6K 0.9% 33
2023
Q4 		$7.87M Sell
47,730
-509
-1% -$77.6K 0.9% 29
2023
Q3 		$7.13M Sell
48,239
-367
-0.8% -$57.3K 0.88% 33
2023
Q2 		$7.87M Sell
48,606
-34
-0.1% -$4.97K 0.94% 21
2023
Q1 		$7.07M Sell
48,640
-126
-0.3% -$17.9K 0.9% 30
2022
Q4 		$6.81M Sell
48,766
-400
-0.8% -$53K 0.93% 21
2022
Q3 		$5.58M Buy
49,166
+1,393
+3% +$167K 0.85% 44
2022
Q2 		$5.25M Buy
47,773
+1,602
+3% +$195K 0.76% 64
2022
Q1 		$6.15M Buy
46,171
+3,514
+8% +$472K 0.77% 46
2021
Q4 		$6.26M Sell
42,657
-163
-0.4% -$22.3K 0.76% 49
2021
Q3 		$5.3M Buy
42,820
+145
+0.3% +$19.5K 0.72% 59
2021
Q2 		$5.69M Sell
42,675
-244
-0.6% -$32.7K 0.78% 45
2021
Q1 		$5.48M Buy
42,919
+13,692
+47% +$1.65M 0.81% 42
2020
Q4 		$3.54M Sell
29,227
-564
-2% -$63.5K 0.55% 82
2020
Q3 		$2.96M Buy
+29,791
New +$2.88M 0.53% 81

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marks Group Wealth Management's AME Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Ametek (AME) stake by 22% in Q2 2026, selling an estimated $1.75M and leaving 26,493 shares worth $6.41M. The position accounts for 0.56% of the portfolio, ranked #39.

Marks Group Wealth Management first reported a position in AME in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.84M in Q3 2025. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Marks Group Wealth Management held 26,493 shares of Ametek worth $6.41M as of Q2 2026.
  • Marks Group Wealth Management sold 7,593 Ametek shares in Q2 2026, an estimated $1.75M.
  • Ametek made up 0.56% of Marks Group Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Marks Group Wealth Management first reported a position in Ametek in Q3 2020 and has held it in 24 quarters since.
  • Marks Group Wealth Management's Ametek position peaked at $8.84M in Q3 2025.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.