Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

AME holding history

Ametek Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AME overviewAll 13F holders of AMEFull Q2 2026 holdings

Shares (Q2 2026)
60,673
Value
$14.7M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of AME by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,673$14.7M0.1%−617−1.0%ReducedHolders
Q1 202661,290$13.1M0.1%−3,536−5.5%ReducedHolders
Q4 202564,826$13.3M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202566,802$12.1M0.1%+57,818+643.6%AddedHolders
Q1 20258,984$1.55M<0.1%+2,733+43.7%AddedHolders
Q4 20246,251$1.13M<0.1%−424−6.4%ReducedHolders
Q3 20246,675$1.15M<0.1%+345+5.5%AddedHolders
Q2 20246,330$1.06M<0.1%+71+1.1%AddedHolders
Q1 20246,259$1.14M<0.1%−719−10.3%ReducedHolders
Q4 20236,978$1.15M<0.1%+3,336+91.6%AddedHolders
Q3 20233,642$538.2K<0.1%−595−14.0%ReducedHolders
Q2 20234,237$702.1K<0.1%00.0%UnchangedHolders
Q1 20234,237$615.8K<0.1%−15−0.4%ReducedHolders
Q4 20224,252$594.1K<0.1%+4,252NewHolders
Q3 20220$00.0%−5,427−100.0%Sold outHolders
Q2 20225,427$596.0K<0.1%+678+14.3%AddedHolders
Q1 20224,749$632.0K<0.1%+242+5.4%AddedHolders
Q4 20214,507$663.0K<0.1%+20.0%AddedHolders
Q3 20214,505$559.0K<0.1%+271+6.4%AddedHolders
Q2 20214,234$565.0K<0.1%−401−8.7%ReducedHolders
Q1 20214,635$592.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.