Callan Family Office’s Ametek AME Stock Holding History

Callan Family Office’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	$1.12M	Buy	4,613 +62	+1%	+$14.3K	0.02%	569
2026 Q1	$976K	Sell	4,551 -254	-5%	-$56.4K	0.02%	566
2025 Q4	$987K	Buy	4,805 +2,716	+130%	+$528K	0.02%	553
2025 Q3	$393K	Sell	2,089 -350	-14%	-$64.4K	0.01%	617
2025 Q2	$441K	Buy	+2,439	New	+$420K	0.01%	628

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 $3.38T AUM 44.17% 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

Callan Family Office's AME Position: Q2 2026 in Review

Callan Family Office increased its Ametek (AME) stake by 1.4% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,613 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #569.

Callan Family Office first reported a position in AME in Q2 2025 and has held it in 5 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Callan Family Office held 4,613 shares of Ametek worth $1.12M as of Q2 2026.
Callan Family Office bought 62 Ametek shares in Q2 2026, an estimated $14.3K.
Ametek made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #569 holding.
Callan Family Office first reported a position in Ametek in Q2 2025 and has held it in 5 quarters since.
1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.