AP
AME icon

Appleton Partners’s Ametek AME Stock Holding History

Appleton Partners’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 		$210K Sell
870
-97
-10% -$22.3K 0.01% 271
2026
Q1 		$207K Buy
+967
New +$215K 0.01% 260
2025
Q1 		– Sell
-1,520
Closed -$274K – 248
2024
Q4 		$274K Buy
1,520
+170
+13% +$31K 0.02% 225
2024
Q3 		$232K Hold
1,350
– – 0.02% 245
2024
Q2 		$225K Sell
1,350
-150
-10% -$25.9K 0.02% 244
2024
Q1 		$274K Hold
1,500
– – 0.02% 239
2023
Q4 		$247K Sell
1,500
-3
-0.2% -$457 0.02% 267
2023
Q3 		$222K Hold
1,503
– – 0.02% 276
2023
Q2 		$243K Sell
1,503
-35
-2% -$5.11K 0.02% 273
2023
Q1 		$224K Sell
1,538
-30
-2% -$4.26K 0.02% 281
2022
Q4 		$219K Buy
+1,568
New +$208K 0.02% 288
2022
Q1 		– Sell
-1,465
Closed -$215K – 303
2021
Q4 		$215K Buy
+1,465
New +$200K 0.02% 300

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Appleton Partners's AME Position: Q2 2026 in Review

Appleton Partners reduced its Ametek (AME) stake by 10% in Q2 2026, selling an estimated $22.3K and leaving 870 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #271.

Appleton Partners first reported a position in AME in Q4 2021 and has held it in 12 quarters since. The position peaked at $274K in Q4 2024. 1,198 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Appleton Partners held 870 shares of Ametek worth $210K as of Q2 2026.
  • Appleton Partners sold 97 Ametek shares in Q2 2026, an estimated $22.3K.
  • Ametek made up 0.01% of Appleton Partners's portfolio in Q2 2026, its #271 holding.
  • Appleton Partners first reported a position in Ametek in Q4 2021 and has held it in 12 quarters since.
  • Appleton Partners's Ametek position peaked at $274K in Q4 2024.
  • 1,198 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.