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Caerus Investment Advisors’s Ametek AME Stock Holding History

Caerus Investment 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 		$299K Sell
1,396
-442
-24% -$98.2K 0.12% 172
2025
Q4 		$377K Sell
1,838
-694
-27% -$135K 0.12% 185
2025
Q3 		$476K Buy
+2,532
New +$466K 0.19% 121

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

Caerus Investment Advisors's AME Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Ametek (AME) stake by 24% in Q1 2026, selling an estimated $98.2K and leaving 1,396 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #172.

Caerus Investment Advisors first reported a position in AME in Q3 2025 and has held it in 3 quarters since. The position peaked at $476K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Caerus Investment Advisors held 1,396 shares of Ametek worth $299K as of Q1 2026.
  • Caerus Investment Advisors sold 442 Ametek shares in Q1 2026, an estimated $98.2K.
  • Ametek made up 0.12% of Caerus Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • Caerus Investment Advisors first reported a position in Ametek in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Ametek position peaked at $476K in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.