Accurate Wealth Management’s Ametek AME Stock Holding History

Accurate 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
2026 Q1	–	Sell	-9,746	Closed	-$2.05M	–	534
2025 Q4	$2.05M	Sell	9,746 -5,385	-36%	-$1.05M	0.26%	98
2025 Q3	$2.81M	Buy	+15,131	New	+$2.78M	0.37%	59
2024 Q2	–	Sell	-13,595	Closed	-$2.42M	–	329
2024 Q1	$2.42M	Buy	+13,595	New	+$2.34M	0.71%	46
2023 Q1	–	Sell	-54	Closed	-$7.71K	–	296
2022 Q4	$7.71K	Buy	+54	New	+$7.16K	﹤0.01%	920

Other funds holding AME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Accurate Wealth Management's AME Position: Q1 2026 in Review

Accurate Wealth Management sold out of Ametek (AME) in Q1 2026, closing a stake of 9,746 shares — an estimated $2.05M sold.

Accurate Wealth Management first reported a position in AME in Q4 2022 and held it in 4 quarters. The position peaked at $2.81M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Accurate Wealth Management reported no remaining Ametek position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 9,746 Ametek shares in Q1 2026, an estimated $2.05M.
Accurate Wealth Management first reported a position in Ametek in Q4 2022 and held it in 4 quarters.
Accurate Wealth Management's Ametek position peaked at $2.81M in Q3 2025.
1,152 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.