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1858 Wealth Management’s Ametek AME Stock Holding History

1858 Wealth Management’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
2025
Q3 		$3.98M Sell
21,171
-915
-4% -$168K 2.79% 9
2025
Q2 		$4M Sell
22,086
-161
-0.7% -$27.7K 2.95% 9
2025
Q1 		$3.83M Sell
22,247
-382
-2% -$69.4K 3.24% 6
2024
Q4 		$4.08M Sell
22,629
-91
-0.4% -$16.6K 3.23% 6
2024
Q3 		$3.9M Sell
22,720
-149
-0.7% -$24.9K 3.21% 6
2024
Q2 		$3.81M Buy
22,869
+14
+0.1% +$2.42K 3.16% 4
2024
Q1 		$3.77M Hold
22,855
– – 3.57% 4
2023
Q4 		$3.77M Buy
+22,855
New +$3.48M 3.57% 4

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

1858 Wealth Management's AME Position: Q3 2025 in Review

1858 Wealth Management reduced its Ametek (AME) stake by 4.1% in Q3 2025, selling an estimated $168K and leaving 21,171 shares worth $3.98M. The position accounts for 2.79% of the portfolio, ranked #9.

1858 Wealth Management first reported a position in AME in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.08M in Q4 2024. 1,034 funds tracked by Wall St. Rank hold AME as of Q3 2025.

  • 1858 Wealth Management held 21,171 shares of Ametek worth $3.98M as of Q3 2025.
  • 1858 Wealth Management sold 915 Ametek shares in Q3 2025, an estimated $168K.
  • Ametek made up 2.79% of 1858 Wealth Management's portfolio in Q3 2025, its #9 holding.
  • 1858 Wealth Management first reported a position in Ametek in Q4 2023 and has held it in 8 quarters since.
  • 1858 Wealth Management's Ametek position peaked at $4.08M in Q4 2024.
  • 1,034 funds tracked by Wall St. Rank held Ametek as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.