MFG
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Merit Financial Group’s Ametek AME Stock Holding History

Merit Financial Group’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 		$2.38M Buy
9,832
+511
+5% +$118K 0.01% 679
2026
Q1 		$2M Buy
9,321
+806
+9% +$179K 0.01% 686
2025
Q4 		$1.75M Buy
8,515
+1,481
+21% +$288K 0.01% 700
2025
Q3 		$1.32M Buy
7,034
+507
+8% +$93.3K 0.01% 727
2025
Q2 		$1.18M Buy
6,527
+650
+11% +$112K 0.01% 710
2025
Q1 		$1.01M Buy
5,877
+4,444
+310% +$808K 0.02% 647
2024
Q4 		$258K Buy
+1,433
New +$261K ﹤0.01% 983

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Merit Financial Group's AME Position: Q2 2026 in Review

Merit Financial Group increased its Ametek (AME) stake by 5.5% in Q2 2026, buying an estimated $118K and bringing the position to 9,832 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #679.

Merit Financial Group first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Merit Financial Group held 9,832 shares of Ametek worth $2.38M as of Q2 2026.
  • Merit Financial Group bought 511 Ametek shares in Q2 2026, an estimated $118K.
  • Ametek made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #679 holding.
  • Merit Financial Group first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.