AWM
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Axxcess Wealth Management’s Ametek AME Stock Holding History

Axxcess 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
Q1 		– Sell
-1,715
Closed -$309K – 850
2024
Q4 		$309K Buy
1,715
+271
+19% +$49.4K 0.01% 662
2024
Q3 		$248K Buy
+1,444
New +$241K 0.01% 759

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's AME Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Ametek (AME) in Q1 2025, closing a stake of 1,715 shares — an estimated $309K sold.

Axxcess Wealth Management first reported a position in AME in Q3 2024 and held it in 2 quarters. The position peaked at $309K in Q4 2024. 1,001 funds tracked by Wall St. Rank hold AME as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Ametek position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,715 Ametek shares in Q1 2025, an estimated $309K.
  • Axxcess Wealth Management first reported a position in Ametek in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Ametek position peaked at $309K in Q4 2024.
  • 1,001 funds tracked by Wall St. Rank held Ametek as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.