Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
4,706
+285
+6% +$65.7K 0.48% 23
2026
Q1
$948K Buy
4,421
+67
+2% +$14.9K 0.45% 25
2025
Q4
$894K Buy
4,354
+165
+4% +$32.1K 0.44% 24
2025
Q3
$788K Buy
4,189
+299
+8% +$55K 0.4% 30
2025
Q2
$704K Buy
3,890
+2,106
+118% +$362K 0.4% 38
2025
Q1
$307K Buy
+1,784
New +$324K 0.24% 67

Other funds holding AME

Plan A Wealth's AME Position: Q2 2026 in Review

Plan A Wealth increased its Ametek (AME) stake by 6.4% in Q2 2026, buying an estimated $65.7K and bringing the position to 4,706 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #23.

Plan A Wealth first reported a position in AME in Q1 2025 and has held it in 6 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Plan A Wealth held 4,706 shares of Ametek worth $1.14M as of Q2 2026.
  • Plan A Wealth bought 285 Ametek shares in Q2 2026, an estimated $65.7K.
  • Ametek made up 0.48% of Plan A Wealth's portfolio in Q2 2026, its #23 holding.
  • Plan A Wealth first reported a position in Ametek in Q1 2025 and has held it in 6 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.