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Physician Wealth Advisors’s Ametek AME Stock Holding History

Physician Wealth 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 		$16.7K Buy
69
+50
+263% +$11.5K ﹤0.01% 725
2026
Q1 		$4.07K Sell
19
-48
-72% -$10.7K ﹤0.01% 1077
2025
Q4 		$13.8K Buy
67
+4
+6% +$778 ﹤0.01% 680
2025
Q3 		$11.8K Buy
63
+56
+800% +$10.3K ﹤0.01% 714
2025
Q2 		$1.27K Buy
7
+3
+75% +$516 ﹤0.01% 1239
2025
Q1 		$689 Hold
4
– – ﹤0.01% 1278
2024
Q4 		$722 Buy
+4
New +$729 ﹤0.01% 1027

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

Physician Wealth Advisors's AME Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ametek (AME) stake by 263% in Q2 2026, buying an estimated $11.5K and bringing the position to 69 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Physician Wealth Advisors first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Physician Wealth Advisors held 69 shares of Ametek worth $16.7K as of Q2 2026.
  • Physician Wealth Advisors bought 50 Ametek shares in Q2 2026, an estimated $11.5K.
  • Ametek made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #725 holding.
  • Physician Wealth Advisors first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.