Aptus Capital Advisors
AME icon

Aptus Capital Advisors’s Ametek AME Stock Holding History

Aptus Capital Advisors’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
Q3 		$334K Sell
1,350
-37
-3% -$8.94K ﹤0.01% 906
2026
Q2 		$336K Buy
1,387
+5
+0.4% +$1.15K ﹤0.01% 908
2026
Q1 		$296K Sell
1,382
-738
-35% -$164K ﹤0.01% 882
2025
Q4 		$435K Buy
2,120
+100
+5% +$19.5K ﹤0.01% 777
2025
Q3 		$380K Buy
2,020
+17
+0.8% +$3.13K ﹤0.01% 780
2025
Q2 		$362K Buy
2,003
+244
+14% +$42K ﹤0.01% 772
2025
Q1 		$303K Buy
1,759
+54
+3% +$9.8K ﹤0.01% 768
2024
Q4 		$307K Buy
1,705
+52
+3% +$9.47K ﹤0.01% 763
2024
Q3 		$284K Buy
1,653
+13
+0.8% +$2.17K ﹤0.01% 667
2024
Q2 		$273K Sell
1,640
-11
-0.7% -$1.9K ﹤0.01% 643
2024
Q1 		$302K Buy
+1,651
New +$284K 0.01% 629

Other funds holding AME

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Aptus Capital Advisors's AME Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Ametek (AME) stake by 2.7% in Q3 2026, selling an estimated $8.94K and leaving 1,350 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Aptus Capital Advisors first reported a position in AME in Q1 2024 and has held it in 11 quarters since. The position peaked at $435K in Q4 2025. 1,040 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Aptus Capital Advisors held 1,350 shares of Ametek worth $334K as of Q3 2026.
  • Aptus Capital Advisors sold 37 Ametek shares in Q3 2026, an estimated $8.94K.
  • Ametek made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #906 holding.
  • Aptus Capital Advisors first reported a position in Ametek in Q1 2024 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Ametek position peaked at $435K in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.