Carolina Wealth Advisors’s Ametek AME Stock Holding History

Carolina Wealth 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
2025 Q2	–	Sell	-8	Closed	-$1.38K	–	272
2025 Q1	$1.38K	Hold	8	–	–	﹤0.01%	242
2024 Q4	$1.44K	Hold	8	–	–	﹤0.01%	250
2024 Q3	$1.37K	Buy	+8	New	+$1.33K	﹤0.01%	293

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Carolina Wealth Advisors's AME Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of Ametek (AME) in Q2 2025, closing a stake of 8 shares — an estimated $1.38K sold.

Carolina Wealth Advisors first reported a position in AME in Q3 2024 and held it in 3 quarters. The position peaked at $1.44K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold AME as of Q2 2025.

Carolina Wealth Advisors reported no remaining Ametek position as of Q2 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 8 Ametek shares in Q2 2025, an estimated $1.38K.
Carolina Wealth Advisors first reported a position in Ametek in Q3 2024 and held it in 3 quarters.
Carolina Wealth Advisors's Ametek position peaked at $1.44K in Q4 2024.
1,002 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.