Calder Financial’s Ametek AME Stock Holding History

Calder Financial’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	$718K	Sell	2,966 -236	-7%	-$54.4K	0.68%	27
2026 Q1	$700K	Sell	3,202 -144	-4%	-$32K	0.69%	25
2025 Q4	$687K	Buy	+3,346	New	+$651K	0.67%	26

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Calder Financial's AME Position: Q2 2026 in Review

Calder Financial reduced its Ametek (AME) stake by 7.4% in Q2 2026, selling an estimated $54.4K and leaving 2,966 shares worth $718K. The position accounts for 0.68% of the portfolio, ranked #27.

Calder Financial first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 1,191 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Calder Financial held 2,966 shares of Ametek worth $718K as of Q2 2026.
Calder Financial sold 236 Ametek shares in Q2 2026, an estimated $54.4K.
Ametek made up 0.68% of Calder Financial's portfolio in Q2 2026, its #27 holding.
Calder Financial first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
1,191 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Calder Financial's 13F filing for Q2 2026, filed 7 Jul 2026.