Carolinas Wealth Consulting’s Ametek AME Stock Holding History

Carolinas Wealth Consulting’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	-6	Closed	-$1.03K	–	38
2025 Q1	$1.03K	Hold	6	–	–	﹤0.01%	902
2024 Q4	$1.08K	Hold	6	–	–	﹤0.01%	931
2024 Q3	$1.03K	Sell	6 -253	-98%	-$42.2K	﹤0.01%	922
2024 Q2	$43K	Buy	259 +45	+21%	+$7.77K	0.01%	385
2024 Q1	$39.1K	Buy	214 +208	+3,467%	+$35.8K	0.01%	409
2023 Q4	$989	Hold	6	–	–	﹤0.01%	835
2023 Q3	$845	Hold	6	–	–	﹤0.01%	853
2023 Q2	$971	Hold	6	–	–	﹤0.01%	915
2023 Q1	$872	Hold	6	–	–	﹤0.01%	916
2022 Q4	$838	Hold	6	–	–	﹤0.01%	925
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	791
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	793
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	822
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	859
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	828
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	839
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	846
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	773
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	785
2020 Q2	$1K	Buy	+6	New	+$503	﹤0.01%	534

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 $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's AME Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ametek (AME) in Q2 2025, closing a stake of 6 shares — an estimated $1.03K sold.

Carolinas Wealth Consulting first reported a position in AME in Q2 2020 and held it in 20 quarters. The position peaked at $43K in Q2 2024. 1,004 funds tracked by Wall St. Rank hold AME as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Ametek position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 6 Ametek shares in Q2 2025, an estimated $1.03K.
Carolinas Wealth Consulting first reported a position in Ametek in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Ametek position peaked at $43K in Q2 2024.
1,004 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.