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Plan A Wealth’s Ametek AME Stock Holding History

Plan A Wealth’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
Q3 		$1.19M Buy
4,787
+81
+2% +$19.6K 0.42% 27
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Plan A Wealth's AME Position: Q3 2026 in Review

Plan A Wealth increased its Ametek (AME) stake by 1.7% in Q3 2026, buying an estimated $19.6K and bringing the position to 4,787 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #27.

Plan A Wealth first reported a position in AME in Q1 2025 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Plan A Wealth held 4,787 shares of Ametek worth $1.19M as of Q3 2026.
  • Plan A Wealth bought 81 Ametek shares in Q3 2026, an estimated $19.6K.
  • Ametek made up 0.42% of Plan A Wealth's portfolio in Q3 2026, its #27 holding.
  • Plan A Wealth first reported a position in Ametek in Q1 2025 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.