SWM
AME icon

Spire Wealth Management’s Ametek AME Stock Holding History

Spire 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 		$2.66K Sell
11
-1,519
-99% -$350K ﹤0.01% 1953
2026
Q1 		$328K Buy
1,530
+1,519
+13,809% +$338K 0.01% 645
2025
Q4 		$2.34K Sell
11
-59
-84% -$11.5K ﹤0.01% 2065
2025
Q3 		$13.2K Sell
70
-2
-3% -$368 ﹤0.01% 1650
2025
Q2 		$13K Sell
72
-491
-87% -$84.5K ﹤0.01% 1640
2025
Q1 		$96.9K Sell
563
-10
-2% -$1.82K ﹤0.01% 1049
2024
Q4 		$103K Buy
573
+1
+0.2% +$182 ﹤0.01% 1022
2024
Q3 		$98.3K Buy
572
+211
+58% +$35.2K ﹤0.01% 916
2024
Q2 		$60.2K Sell
361
-518
-59% -$89.5K ﹤0.01% 1051
2024
Q1 		$161K Buy
879
+20
+2% +$3.44K ﹤0.01% 834
2023
Q4 		$139K Buy
859
+35
+4% +$5.34K ﹤0.01% 890
2023
Q3 		$122K Buy
824
+603
+273% +$94.2K ﹤0.01% 884
2023
Q2 		$35.7K Buy
221
+3
+1% +$438 ﹤0.01% 1350
2023
Q1 		$31.7K Sell
218
-2
-0.9% -$284 ﹤0.01% 1407
2022
Q4 		$31K Sell
220
-12
-5% -$1.59K ﹤0.01% 1177
2022
Q3 		$26K Sell
232
-156
-40% -$18.7K ﹤0.01% 1217
2022
Q2 		$43K Sell
388
-238
-38% -$28.9K ﹤0.01% 1350
2022
Q1 		$83K Sell
626
-68
-10% -$9.14K ﹤0.01% 1232
2021
Q4 		$102K Buy
694
+154
+29% +$21.1K ﹤0.01% 1396
2021
Q3 		$67K Sell
540
-74
-12% -$9.94K ﹤0.01% 1355
2021
Q2 		$82K Sell
614
-68
-10% -$9.11K ﹤0.01% 1266
2021
Q1 		$87K Buy
+682
New +$82.3K ﹤0.01% 1453

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

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

Spire Wealth Management reduced its Ametek (AME) stake by 99% in Q2 2026, selling an estimated $350K and leaving 11 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Spire Wealth Management first reported a position in AME in Q1 2021 and has held it in 22 quarters since. The position peaked at $328K in Q1 2026. 158 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Spire Wealth Management held 11 shares of Ametek worth $2.66K as of Q2 2026.
  • Spire Wealth Management sold 1,519 Ametek shares in Q2 2026, an estimated $350K.
  • Ametek made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1953 holding.
  • Spire Wealth Management first reported a position in Ametek in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ametek position peaked at $328K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.