Turning Point Benefit Group’s Ametek AME Stock Holding History

Turning Point Benefit Group’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	$239K	Buy	989 +57	+6%	+$13.1K	0.1%	102
2026 Q1	$203K	Buy	932 +13	+1%	+$2.89K	0.13%	93
2025 Q4	$189K	Buy	919 +907	+7,558%	+$176K	0.1%	91
2025 Q3	$2.25K	Buy	+12	New	+$2.21K	﹤0.01%	289

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 $3.37T AUM 44.26% 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

Turning Point Benefit Group's AME Position: Q2 2026 in Review

Turning Point Benefit Group increased its Ametek (AME) stake by 6.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 989 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #102.

Turning Point Benefit Group first reported a position in AME in Q3 2025 and has held it in 4 quarters since. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Turning Point Benefit Group held 989 shares of Ametek worth $239K as of Q2 2026.
Turning Point Benefit Group bought 57 Ametek shares in Q2 2026, an estimated $13.1K.
Ametek made up 0.1% of Turning Point Benefit Group's portfolio in Q2 2026, its #102 holding.
Turning Point Benefit Group first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.