Valued Wealth Advisors’s Ametek AME Stock Holding History

Valued Wealth Advisors’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	$1.71K	Hold	7	–	–	﹤0.01%	700
2026 Q1	$1.51K	Sell	7 -6	-46%	-$1.33K	﹤0.01%	594
2025 Q4	$2.68K	Hold	13	–	–	﹤0.01%	381
2025 Q3	$2.46K	Hold	13	–	–	﹤0.01%	366
2025 Q2	$2.36K	Hold	13	–	–	﹤0.01%	366
2025 Q1	$2.25K	Hold	13	–	–	﹤0.01%	400
2024 Q4	$2.35K	Hold	13	–	–	﹤0.01%	391
2024 Q3	$2.24K	Buy	13 +6	+86%	+$1K	﹤0.01%	356
2024 Q2	$1.17K	Hold	7	–	–	﹤0.01%	427
2024 Q1	$1.29K	Hold	7	–	–	﹤0.01%	416
2023 Q4	$1.04K	Buy	+7	New	+$1.07K	﹤0.01%	377

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

Valued Wealth Advisors's AME Position: Q2 2026 in Review

Valued Wealth Advisors held its Ametek (AME) position steady in Q2 2026 at 7 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Valued Wealth Advisors first reported a position in AME in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Valued Wealth Advisors held 7 shares of Ametek worth $1.71K as of Q2 2026.
Valued Wealth Advisors left its Ametek share count unchanged in Q2 2026.
Ametek made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #700 holding.
Valued Wealth Advisors first reported a position in Ametek in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Ametek position peaked at $2.68K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.