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Mount Yale Investment Advisors’s Ametek AME Stock Holding History

Mount Yale Investment Advisors’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 		$463K Buy
1,915
+63
+3% +$14.5K 0.01% 808
2026
Q1 		$397K Buy
1,852
+808
+77% +$180K 0.01% 790
2025
Q4 		$214K Buy
+1,044
New +$203K 0.01% 683
2025
Q3 		– Sell
-29
Closed -$5.25K – 713
2025
Q2 		$5.25K Buy
+29
New +$4.99K ﹤0.01% 1231
2022
Q3 		– Sell
-3,700
Closed -$407K – 447
2022
Q2 		$407K Sell
3,700
-78
-2% -$9.48K 0.05% 310
2022
Q1 		$503K Buy
3,778
+39
+1% +$5.24K 0.05% 302
2021
Q4 		$550K Buy
+3,739
New +$512K 0.06% 283

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's AME Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ametek (AME) stake by 3.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 1,915 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #808.

Mount Yale Investment Advisors first reported a position in AME in Q4 2021 and has held it in 7 quarters since. The position peaked at $550K in Q4 2021. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Mount Yale Investment Advisors held 1,915 shares of Ametek worth $463K as of Q2 2026.
  • Mount Yale Investment Advisors bought 63 Ametek shares in Q2 2026, an estimated $14.5K.
  • Ametek made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #808 holding.
  • Mount Yale Investment Advisors first reported a position in Ametek in Q4 2021 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's Ametek position peaked at $550K in Q4 2021.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.