Principia Wealth Advisory’s Ametek AME Stock Holding History

Principia Wealth Advisory’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	$123K	Buy	510 +495	+3,300%	+$114K	0.06%	97
2026 Q1	$3.21K	Buy	15 +3	+25%	+$667	﹤0.01%	392
2025 Q4	$2.46K	Buy	12 +4	+50%	+$778	﹤0.01%	403
2025 Q3	$1.5K	Hold	8	–	–	﹤0.01%	505
2025 Q2	$1.45K	Buy	8 +4	+100%	+$688	﹤0.01%	469
2025 Q1	$644	Sell	4 -2	-33%	-$364	﹤0.01%	510
2024 Q4	$1.08K	Buy	+6	New	+$1.09K	﹤0.01%	345

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's AME Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ametek (AME) stake by 3,300% in Q2 2026, buying an estimated $114K and bringing the position to 510 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #97.

Principia Wealth Advisory 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.

Principia Wealth Advisory held 510 shares of Ametek worth $123K as of Q2 2026.
Principia Wealth Advisory bought 495 Ametek shares in Q2 2026, an estimated $114K.
Ametek made up 0.06% of Principia Wealth Advisory's portfolio in Q2 2026, its #97 holding.
Principia Wealth Advisory 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 Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.