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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
Q2 		$377K Buy
1,557
+161
+12% +$37.1K 0.13% 152
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caerus Investment Advisors's AME Position: Q2 2026 in Review

Caerus Investment Advisors increased its Ametek (AME) stake by 12% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,557 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #152.

Caerus Investment Advisors first reported a position in AME in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q3 2025. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Caerus Investment Advisors held 1,557 shares of Ametek worth $377K as of Q2 2026.
  • Caerus Investment Advisors bought 161 Ametek shares in Q2 2026, an estimated $37.1K.
  • Ametek made up 0.13% of Caerus Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • Caerus Investment Advisors first reported a position in Ametek in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Ametek position peaked at $476K in Q3 2025.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.