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Biltmore Wealth Management’s Ametek AME Stock Holding History

Biltmore 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
Q1 		$999K Sell
4,661
-115
-2% -$25.6K 0.36% 26
2025
Q4 		$981K Buy
4,776
+5
+0.1% +$973 0.37% 26
2025
Q3 		$897K Buy
4,771
+54
+1% +$9.94K 0.34% 27
2025
Q2 		$854K Sell
4,717
-122
-3% -$21K 0.35% 29
2025
Q1 		$833K Sell
4,839
-55
-1% -$10K 0.35% 27
2024
Q4 		$882K Sell
4,894
-19
-0.4% -$3.46K 0.37% 26
2024
Q3 		$844K Buy
4,913
+126
+3% +$21K 0.35% 29
2024
Q2 		$798K Sell
4,787
-628
-12% -$108K 0.35% 27
2024
Q1 		$893K Hold
5,415
– – 0.42% 25
2023
Q4 		$893K Buy
5,415
+18
+0.3% +$2.74K 0.42% 25
2023
Q3 		$798K Buy
5,397
+9
+0.2% +$1.41K 0.39% 26
2023
Q2 		$872K Sell
5,388
-884
-14% -$129K 0.37% 22
2023
Q1 		$912K Sell
6,272
-113
-2% -$16.1K 0.37% 22
2022
Q4 		$892K Buy
6,385
+20
+0.3% +$2.65K 0.38% 21
2022
Q3 		$722K Sell
6,365
-1
-0% -$120 0.33% 23
2022
Q2 		$700K Sell
6,366
-59
-0.9% -$7.17K 0.31% 27
2022
Q1 		$856K Sell
6,425
-16
-0.2% -$2.15K 0.33% 29
2021
Q4 		$947K Sell
6,441
-33
-0.5% -$4.51K 0.36% 26
2021
Q3 		$803K Buy
6,474
+170
+3% +$22.8K 0.32% 32
2021
Q2 		$842K Buy
6,304
+108
+2% +$14.5K 0.34% 23
2021
Q1 		$791K Buy
6,196
+733
+13% +$88.5K 0.34% 24
2020
Q4 		$661K Sell
5,463
-291
-5% -$32.8K 0.34% 20
2020
Q3 		$514K Sell
5,754
-612
-10% -$59.2K 0.3% 22
2020
Q2 		$458K Buy
6,366
+1,634
+35% +$137K 0.3% 21
2020
Q1 		$472K Hold
4,732
– – 0.23% 28
2019
Q4 		$472K Sell
4,732
-508
-10% -$48.1K 0.23% 28
2019
Q3 		$481K Sell
5,240
-349
-6% -$30.8K 0.23% 27
2019
Q2 		$508K Sell
5,589
-1,487
-21% -$127K 0.25% 25
2019
Q1 		$587K Buy
+7,076
New +$538K 0.31% 19

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

Biltmore Wealth Management's AME Position: Q1 2026 in Review

Biltmore Wealth Management reduced its Ametek (AME) stake by 2.4% in Q1 2026, selling an estimated $25.6K and leaving 4,661 shares worth $999K. The position accounts for 0.36% of the portfolio, ranked #26.

Biltmore Wealth Management first reported a position in AME in Q1 2019 and has held it in 29 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Biltmore Wealth Management held 4,661 shares of Ametek worth $999K as of Q1 2026.
  • Biltmore Wealth Management sold 115 Ametek shares in Q1 2026, an estimated $25.6K.
  • Ametek made up 0.36% of Biltmore Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Biltmore Wealth Management first reported a position in Ametek in Q1 2019 and has held it in 29 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.