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Mowery & Schoenfeld Wealth Management’s Ametek AME Stock Holding History

Mowery & Schoenfeld 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 		$8.23K Hold
34
– – 0.01% 254
2026
Q1 		$7.29K Hold
34
– – 0.01% 245
2025
Q4 		$6.98K Hold
34
– – 0.01% 285
2025
Q3 		$6.39K Hold
34
– – 0.01% 260
2025
Q2 		$6.15K Sell
34
-40
-54% -$6.88K 0.01% 257
2025
Q1 		$12.7K Buy
74
+35
+90% +$6.36K 0.03% 244
2024
Q4 		$7.03K Buy
+39
New +$7.1K 0.01% 264

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

Mowery & Schoenfeld Wealth Management's AME Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Ametek (AME) position steady in Q2 2026 at 34 shares worth $8.23K. The position accounts for 0.01% of the portfolio, ranked #254.

Mowery & Schoenfeld Wealth Management first reported a position in AME in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q1 2025. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 34 shares of Ametek worth $8.23K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Ametek share count unchanged in Q2 2026.
  • Ametek made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Ametek position peaked at $12.7K in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.