RYIA
AME icon

Roehl & Yi Investment Advisors’s Ametek AME Stock Holding History

Roehl & Yi Investment Advisors’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 		$331K Buy
1,369
+13
+1% +$3K 0.11% 145
2026
Q1 		$291K Buy
+1,356
New +$301K 0.11% 137

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

Roehl & Yi Investment Advisors's AME Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Ametek (AME) stake by 0.96% in Q2 2026, buying an estimated $3K and bringing the position to 1,369 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #145.

Roehl & Yi Investment Advisors first reported a position in AME in Q1 2026 and has held it in 2 quarters since. 1,195 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,369 shares of Ametek worth $331K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 13 Ametek shares in Q2 2026, an estimated $3K.
  • Ametek made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • Roehl & Yi Investment Advisors first reported a position in Ametek in Q1 2026 and has held it in 2 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.