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Sowell Financial Services’s Ametek AME Stock Holding History

Sowell Financial Services’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 		$376K Buy
1,556
+40
+3% +$9.21K 0.01% 775
2026
Q1 		$325K Sell
1,516
-171
-10% -$38K 0.01% 809
2025
Q4 		$346K Buy
1,687
+240
+17% +$46.7K 0.01% 766
2025
Q3 		$272K Sell
1,447
-182
-11% -$33.5K 0.01% 850
2025
Q2 		$295K Sell
1,629
-74
-4% -$12.7K 0.01% 795
2025
Q1 		$293K Buy
+1,703
New +$310K 0.01% 778
2021
Q2 		– Sell
-59
Closed -$8K – 601
2021
Q1 		$8K Buy
59
+5
+9% +$604 ﹤0.01% 2388
2020
Q4 		$7K Sell
54
-10
-16% -$1.13K ﹤0.01% 2145
2020
Q3 		$6K Sell
64
-1
-2% -$97 ﹤0.01% 1933
2020
Q2 		$6K Buy
65
+11
+20% +$923 ﹤0.01% 1828
2020
Q1 		$4K Sell
54
-1,197
-96% -$108K ﹤0.01% 1863
2019
Q4 		$125K Buy
1,251
+25
+2% +$2.37K 0.01% 841
2019
Q3 		$113K Buy
+1,226
New +$108K 0.01% 790

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 $3.38T AUM 44.17% 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

Sowell Financial Services's AME Position: Q2 2026 in Review

Sowell Financial Services increased its Ametek (AME) stake by 2.6% in Q2 2026, buying an estimated $9.21K and bringing the position to 1,556 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #775.

Sowell Financial Services first reported a position in AME in Q3 2019 and has held it in 13 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Sowell Financial Services held 1,556 shares of Ametek worth $376K as of Q2 2026.
  • Sowell Financial Services bought 40 Ametek shares in Q2 2026, an estimated $9.21K.
  • Ametek made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #775 holding.
  • Sowell Financial Services first reported a position in Ametek in Q3 2019 and has held it in 13 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.