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 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 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

Appleton Partners's AME Position: Q1 2026 in Review

Appleton Partners opened a new position in Ametek (AME) in Q1 2026: 967 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Appleton Partners previously reported a position in AME as recently as Q4 2024.

Appleton Partners first reported a position in AME in Q4 2021 and has held it in 11 quarters since. The position peaked at $274K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Appleton Partners held 967 shares of Ametek worth $207K as of Q1 2026.
Ametek was a new Appleton Partners position in Q1 2026.
Ametek made up 0.01% of Appleton Partners's portfolio in Q1 2026, its #260 holding.
Appleton Partners first reported a position in Ametek in Q4 2021 and has held it in 11 quarters since.
Appleton Partners's Ametek position peaked at $274K in Q4 2024.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.