Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AME holding history

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

AME overview All 13F holders of AME Full Q2 2026 holdings

Shares (Q2 2026): 26,493
Value: $6.41M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of AME by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,493	$6.41M	0.6%	−7,593−22.3%	Reduced	Holders
Q1 2026	34,086	$7.31M	0.7%	−7,714−18.5%	Reduced	Holders
Q4 2025	41,800	$8.58M	0.8%	−5,235−11.1%	Reduced	Holders
Q3 2025	47,035	$8.84M	0.8%	−1,515−3.1%	Reduced	Holders
Q2 2025	48,550	$8.79M	0.8%	+68+0.1%	Added	Holders
Q1 2025	48,482	$8.35M	0.8%	+817+1.7%	Added	Holders
Q4 2024	47,665	$8.59M	0.8%	−1,835−3.7%	Reduced	Holders
Q3 2024	49,500	$8.50M	0.8%	+2,069+4.4%	Added	Holders
Q2 2024	47,431	$7.91M	0.8%	+163+0.3%	Added	Holders
Q1 2024	47,268	$8.65M	0.9%	−462−1.0%	Reduced	Holders
Q4 2023	47,730	$7.87M	0.9%	−509−1.1%	Reduced	Holders
Q3 2023	48,239	$7.13M	0.9%	−367−0.8%	Reduced	Holders
Q2 2023	48,606	$7.87M	0.9%	−34−0.1%	Reduced	Holders
Q1 2023	48,640	$7.07M	0.9%	−126−0.3%	Reduced	Holders
Q4 2022	48,766	$6.81M	0.9%	−400−0.8%	Reduced	Holders
Q3 2022	49,166	$5.58M	0.8%	+1,393+2.9%	Added	Holders
Q2 2022	47,773	$5.25M	0.8%	+1,602+3.5%	Added	Holders
Q1 2022	46,171	$6.15M	0.8%	+3,514+8.2%	Added	Holders
Q4 2021	42,657	$6.26M	0.8%	−163−0.4%	Reduced	Holders
Q3 2021	42,820	$5.30M	0.7%	+145+0.3%	Added	Holders
Q2 2021	42,675	$5.69M	0.8%	−244−0.6%	Reduced	Holders
Q1 2021	42,919	$5.48M	0.8%	–	–	Holders

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