Beaird Harris Wealth Management’s Ametek AME Stock Holding History

Beaird Harris 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
2026 Q2	$242	Hold	1	–	–	﹤0.01%	649
2026 Q1	$215	Hold	1	–	–	﹤0.01%	626
2025 Q4	$206	Hold	1	–	–	﹤0.01%	650
2025 Q3	$188	Sell	1 -6	-86%	-$1.1K	﹤0.01%	671
2025 Q2	$1.27K	Hold	7	–	–	﹤0.01%	541
2025 Q1	$1.21K	Hold	7	–	–	﹤0.01%	477
2024 Q4	$1.26K	Hold	7	–	–	﹤0.01%	471
2024 Q3	$1.2K	Sell	7 -1	-13%	-$167	﹤0.01%	472
2024 Q2	$1.32K	Buy	8 +1	+14%	+$173	﹤0.01%	574
2024 Q1	$1.28K	Hold	7	–	–	﹤0.01%	521
2023 Q4	$1.16K	Buy	+7	New	+$1.07K	﹤0.01%	513
2023 Q1	–	Sell	-11	Closed	-$1.54K	–	496
2022 Q4	$1.54K	Buy	+11	New	+$1.46K	﹤0.01%	610

Other funds holding AME

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return