PWG
AME icon

Portside Wealth Group’s Ametek AME Stock Holding History

Portside Wealth Group’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 		$884K Buy
3,654
+202
+6% +$46.5K 0.1% 214
2026
Q1 		$740K Sell
3,452
-426
-11% -$94.7K 0.1% 200
2025
Q4 		$796K Sell
3,878
-316
-8% -$61.5K 0.11% 196
2025
Q3 		$788K Buy
4,194
+49
+1% +$9.02K 0.11% 194
2025
Q2 		$750K Sell
4,145
-177
-4% -$30.5K 0.11% 194
2025
Q1 		$744K Buy
4,322
+516
+14% +$93.8K 0.12% 186
2024
Q4 		$686K Buy
3,806
+750
+25% +$137K 0.11% 186
2024
Q3 		$525K Buy
3,056
+415
+16% +$69.3K 0.09% 218
2024
Q2 		$440K Buy
2,641
+205
+8% +$35.4K 0.08% 229
2024
Q1 		$446K Buy
2,436
+418
+21% +$72K 0.08% 231
2023
Q4 		$333K Sell
2,018
-60
-3% -$9.15K 0.06% 252
2023
Q3 		$308K Buy
2,078
+262
+14% +$40.9K 0.06% 246
2023
Q2 		$294K Buy
+1,816
New +$265K 0.05% 256

Other funds holding AME

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Portside Wealth Group's AME Position: Q2 2026 in Review

Portside Wealth Group increased its Ametek (AME) stake by 5.9% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,654 shares worth $884K. The position accounts for 0.1% of the portfolio, ranked #214.

Portside Wealth Group first reported a position in AME in Q2 2023 and has held it in 13 quarters since. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Portside Wealth Group held 3,654 shares of Ametek worth $884K as of Q2 2026.
  • Portside Wealth Group bought 202 Ametek shares in Q2 2026, an estimated $46.5K.
  • Ametek made up 0.1% of Portside Wealth Group's portfolio in Q2 2026, its #214 holding.
  • Portside Wealth Group first reported a position in Ametek in Q2 2023 and has held it in 13 quarters since.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

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