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Summit Financial’s Ametek AME Stock Holding History

Summit Financial’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 		$775K Sell
3,204
-24
-0.7% -$5.53K 0.01% 931
2026
Q1 		$692K Buy
3,228
+172
+6% +$38.2K 0.01% 900
2025
Q4 		$627K Sell
3,056
-121
-4% -$23.5K 0.01% 811
2025
Q3 		$597K Sell
3,177
-149
-4% -$27.4K 0.01% 835
2025
Q2 		$602K Sell
3,326
-125
-4% -$21.5K 0.01% 533
2025
Q1 		$594K Buy
3,451
+89
+3% +$16.2K 0.02% 473
2024
Q4 		$606K Sell
3,362
-165
-5% -$30.1K 0.02% 414
2024
Q3 		$606K Buy
3,527
+1,809
+105% +$302K 0.02% 341
2024
Q2 		$286K Buy
+1,718
New +$297K 0.01% 424

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

Summit Financial's AME Position: Q2 2026 in Review

Summit Financial reduced its Ametek (AME) stake by 0.74% in Q2 2026, selling an estimated $5.53K and leaving 3,204 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #931.

Summit Financial first reported a position in AME in Q2 2024 and has held it in 9 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Summit Financial held 3,204 shares of Ametek worth $775K as of Q2 2026.
  • Summit Financial sold 24 Ametek shares in Q2 2026, an estimated $5.53K.
  • Ametek made up 0.01% of Summit Financial's portfolio in Q2 2026, its #931 holding.
  • Summit Financial first reported a position in Ametek in Q2 2024 and has held it in 9 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.