CPA
AME icon

Capital Performance Advisors’s Ametek AME Stock Holding History

Capital Performance 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 		$259K Buy
1,209
+67
+6% +$14.9K 0.02% 363
2025
Q4 		$234K Buy
+1,142
New +$222K 0.02% 377
2024
Q4 		– Sell
-6
Closed -$1.03K – 289
2024
Q3 		$1.03K Buy
+6
New +$1K ﹤0.01% 1892

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

Capital Performance Advisors's AME Position: Q1 2026 in Review

Capital Performance Advisors increased its Ametek (AME) stake by 5.9% in Q1 2026, buying an estimated $14.9K and bringing the position to 1,209 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #363.

Capital Performance Advisors first reported a position in AME in Q3 2024 and has held it in 3 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Capital Performance Advisors held 1,209 shares of Ametek worth $259K as of Q1 2026.
  • Capital Performance Advisors bought 67 Ametek shares in Q1 2026, an estimated $14.9K.
  • Ametek made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #363 holding.
  • Capital Performance Advisors first reported a position in Ametek in Q3 2024 and has held it in 3 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.