BWL
AME icon

Bogart Wealth LLC’s Ametek AME Stock Holding History

Bogart Wealth LLC’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 		$5.52M Buy
25,764
+267
+1% +$59.3K 0.21% 96
2025
Q4 		$5.23M Buy
25,497
+108
+0.4% +$21K 0.21% 96
2025
Q3 		$4.77M Buy
25,389
+2,722
+12% +$501K 0.19% 97
2025
Q2 		$4.1M Buy
22,667
+487
+2% +$83.8K 0.18% 96
2025
Q1 		$3.82M Buy
22,180
+226
+1% +$41.1K 0.18% 96
2024
Q4 		$3.96M Sell
21,954
-193
-0.9% -$35.2K 0.19% 100
2024
Q3 		$3.8M Buy
22,147
+516
+2% +$86.1K 0.18% 101
2024
Q2 		$3.61M Buy
+21,631
New +$3.74M 0.18% 99
2022
Q4 		– Hold
0
– – – 1005

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

Bogart Wealth LLC's AME Position: Q1 2026 in Review

Bogart Wealth LLC increased its Ametek (AME) stake by 1% in Q1 2026, buying an estimated $59.3K and bringing the position to 25,764 shares worth $5.52M. The position accounts for 0.21% of the portfolio, ranked #96.

Bogart Wealth LLC first reported a position in AME in Q2 2024 and has held it in 8 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Bogart Wealth LLC held 25,764 shares of Ametek worth $5.52M as of Q1 2026.
  • Bogart Wealth LLC bought 267 Ametek shares in Q1 2026, an estimated $59.3K.
  • Ametek made up 0.21% of Bogart Wealth LLC's portfolio in Q1 2026, its #96 holding.
  • Bogart Wealth LLC first reported a position in Ametek in Q2 2024 and has held it in 8 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.