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Pinnacle Wealth Planning Services’s Ametek AME Stock Holding History

Pinnacle Wealth Planning Services’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 		$448K Buy
1,850
+10
+0.5% +$2.3K 0.04% 252
2026
Q1 		$394K Buy
1,840
+37
+2% +$8.22K 0.04% 263
2025
Q4 		$370K Buy
1,803
+287
+19% +$55.8K 0.04% 272
2025
Q3 		$285K Buy
1,516
+155
+11% +$28.5K 0.03% 337
2025
Q2 		$246K Sell
1,361
-571
-30% -$98.2K 0.03% 357
2025
Q1 		$333K Buy
1,932
+119
+7% +$21.6K 0.05% 234
2024
Q4 		$327K Buy
1,813
+29
+2% +$5.28K 0.05% 235
2024
Q3 		$306K Sell
1,784
-34
-2% -$5.67K 0.04% 297
2024
Q2 		$303K Buy
1,818
+1
+0.1% +$173 0.04% 290
2024
Q1 		$332K Hold
1,817
– – 0.05% 269
2023
Q4 		$300K Sell
1,817
-1
-0.1% -$152 0.05% 273
2023
Q3 		$269K Sell
1,818
-2
-0.1% -$312 0.04% 278
2023
Q2 		$295K Hold
1,820
– – 0.05% 263
2023
Q1 		$265K Sell
1,820
-21
-1% -$2.98K 0.04% 298
2022
Q4 		$257K Buy
1,841
+38
+2% +$5.04K 0.05% 294
2022
Q3 		$204K Buy
+1,803
New +$216K 0.04% 328
2022
Q2 		– Sell
-1,579
Closed -$210K – 425
2022
Q1 		$210K Buy
+1,579
New +$212K 0.04% 367
2021
Q1 		– Sell
-1,105
Closed -$133K – 411
2020
Q4 		$133K Buy
+1,105
New +$124K 0.03% 375

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

Pinnacle Wealth Planning Services's AME Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ametek (AME) stake by 0.54% in Q2 2026, buying an estimated $2.3K and bringing the position to 1,850 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #252.

Pinnacle Wealth Planning Services first reported a position in AME in Q4 2020 and has held it in 18 quarters since. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,850 shares of Ametek worth $448K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Ametek shares in Q2 2026, an estimated $2.3K.
  • Ametek made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #252 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ametek in Q4 2020 and has held it in 18 quarters since.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.