Wescott Financial Advisory Group’s Ametek AME Stock Holding History

Wescott Financial Advisory 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	$1.33M	Buy	5,483 +6	+0.1%	+$1.38K	0.1%	87
2026 Q1	$1.17M	Buy	5,477 +11	+0.2%	+$2.44K	0.1%	87
2025 Q4	$1.12M	Buy	+5,466	New	+$1.06M	0.1%	93

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

Wescott Financial Advisory Group's AME Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Ametek (AME) stake by 0.11% in Q2 2026, buying an estimated $1.38K and bringing the position to 5,483 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #87.

Wescott Financial Advisory Group first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Wescott Financial Advisory Group held 5,483 shares of Ametek worth $1.33M as of Q2 2026.
Wescott Financial Advisory Group bought 6 Ametek shares in Q2 2026, an estimated $1.38K.
Ametek made up 0.1% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #87 holding.
Wescott Financial Advisory Group first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.