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Beacon Pointe Advisors’s Ametek AME Stock Holding History

Beacon Pointe 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
Q1 		$1.07M Buy
4,987
+851
+21% +$189K 0.01% 968
2025
Q4 		$849K Buy
4,136
+579
+16% +$113K 0.01% 882
2025
Q3 		$669K Buy
3,557
+1,695
+91% +$312K 0.01% 908
2025
Q2 		$337K Sell
1,862
-111
-6% -$19.1K ﹤0.01% 1003
2025
Q1 		$340K Sell
1,973
-71
-3% -$12.9K ﹤0.01% 973
2024
Q4 		$368K Sell
2,044
-1,912
-48% -$348K ﹤0.01% 932
2024
Q3 		$679K Sell
3,956
-335
-8% -$55.9K 0.01% 745
2024
Q2 		$715K Sell
4,291
-236
-5% -$40.8K 0.01% 748
2024
Q1 		$828K Buy
4,527
+455
+11% +$78.4K 0.01% 746
2023
Q4 		$671K Buy
4,072
+873
+27% +$133K 0.01% 788
2023
Q3 		$473K Buy
3,199
+438
+16% +$68.4K 0.01% 903
2023
Q2 		$447K Sell
2,761
-599
-18% -$87.5K 0.01% 749
2023
Q1 		$488K Sell
3,360
-44
-1% -$6.25K 0.01% 765
2022
Q4 		$476K Buy
3,404
+42
+1% +$5.57K 0.01% 702
2022
Q3 		$383K Sell
3,362
-369
-10% -$44.2K 0.01% 724
2022
Q2 		$411K Sell
3,731
-94
-2% -$11.4K 0.01% 713
2022
Q1 		$509K Buy
3,825
+1,817
+90% +$244K 0.01% 802
2021
Q4 		$295K Sell
2,008
-371
-16% -$50.8K 0.01% 737
2021
Q3 		$295K Buy
2,379
+36
+2% +$4.84K 0.01% 713
2021
Q2 		$313K Buy
+2,343
New +$314K 0.01% 645

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Beacon Pointe Advisors's AME Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Ametek (AME) stake by 21% in Q1 2026, buying an estimated $189K and bringing the position to 4,987 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #968.

Beacon Pointe Advisors first reported a position in AME in Q2 2021 and has held it in 20 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Beacon Pointe Advisors held 4,987 shares of Ametek worth $1.07M as of Q1 2026.
  • Beacon Pointe Advisors bought 851 Ametek shares in Q1 2026, an estimated $189K.
  • Ametek made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #968 holding.
  • Beacon Pointe Advisors first reported a position in Ametek in Q2 2021 and has held it in 20 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.