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Planning Strategies Inc.’s Ametek AME Stock Holding History

Planning Strategies Inc.’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 		$4.36K Buy
+18
New +$4.15K ﹤0.01% 436

Other funds holding AME

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Planning Strategies Inc.'s AME Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Ametek (AME) in Q2 2026: 18 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

384 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Planning Strategies Inc. held 18 shares of Ametek worth $4.36K as of Q2 2026.
  • Ametek was a new Planning Strategies Inc. position in Q2 2026.
  • Ametek made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #436 holding.
  • 384 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.