SHP Wealth Management’s Ametek AME Stock Holding History

SHP Wealth Management’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	$153K	Hold	633	–	–	0.01%	349
2026 Q1	$136K	Buy	633 +51	+9%	+$11.3K	0.01%	334
2025 Q4	$119K	Buy	+582	New	+$113K	0.01%	325

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 $3.38T AUM 44.17% 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

SHP Wealth Management's AME Position: Q2 2026 in Review

SHP Wealth Management held its Ametek (AME) position steady in Q2 2026 at 633 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #349.

SHP Wealth Management first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

SHP Wealth Management held 633 shares of Ametek worth $153K as of Q2 2026.
SHP Wealth Management left its Ametek share count unchanged in Q2 2026.
Ametek made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #349 holding.
SHP Wealth Management first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.