Carson Wealth (CWM LLC)’s Ametek AME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
63,904
+2,773
| +5% | +$616K | 0.04% | 445 |
|
|
2025
Q4 | $12.6M | Buy |
61,131
+4,120
| +7% | +$802K | 0.03% | 442 |
|
|
2025
Q3 | $10.7M | Buy |
57,011
+24,974
| +78% | +$4.6M | 0.03% | 447 |
|
|
2025
Q2 | $5.8M | Buy |
32,037
+13,928
| +77% | +$2.4M | 0.02% | 543 |
|
|
2025
Q1 | $3.12M | Buy |
18,109
+5,443
| +43% | +$989K | 0.01% | 668 |
|
|
2024
Q4 | $2.28M | Buy |
12,666
+1,430
| +13% | +$260K | 0.01% | 738 |
|
|
2024
Q3 | $1.93M | Buy |
11,236
+642
| +6% | +$107K | 0.01% | 717 |
|
|
2024
Q2 | $1.77M | Buy |
10,594
+3,711
| +54% | +$641K | 0.01% | 678 |
|
|
2024
Q1 | $1.26M | Buy |
6,883
+3,230
| +88% | +$556K | 0.01% | 771 |
|
|
2023
Q4 | $602K | Sell |
3,653
-222
| -6% | -$33.8K | ﹤0.01% | 995 |
|
|
2023
Q3 | $573K | Buy |
3,875
+301
| +8% | +$47K | ﹤0.01% | 941 |
|
|
2023
Q2 | $579K | Buy |
3,574
+565
| +19% | +$82.5K | ﹤0.01% | 896 |
|
|
2023
Q1 | $437K | Buy |
3,009
+251
| +9% | +$35.7K | ﹤0.01% | 929 |
|
|
2022
Q4 | $385K | Buy |
2,758
+318
| +13% | +$42.1K | ﹤0.01% | 886 |
|
|
2022
Q3 | $277K | Buy |
2,440
+133
| +6% | +$15.9K | ﹤0.01% | 932 |
|
|
2022
Q2 | $254K | Buy |
2,307
+1,117
| +94% | +$136K | ﹤0.01% | 946 |
|
|
2022
Q1 | $158K | Buy |
1,190
+616
| +107% | +$82.8K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $84K | Buy |
+574
| New | +$78.5K | ﹤0.01% | 1368 |
|
|
2021
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2021
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q4 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q3 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2020
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q4 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q3 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q2 | $26K | Hold |
198
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q1 | $26K | Buy |
198
+162
| +450% | +$12.3K | ﹤0.01% | 1670 |
|
|
2018
Q4 | $2K | Buy |
36
+22
| +157% | +$1.58K | ﹤0.01% | 1711 |
|
|
2018
Q3 | $1K | Buy |
+14
| New | +$1.07K | ﹤0.01% | 1607 |
|
|
2017
Q1 | – | Sell |
-18
| Closed | -$1K | – | 1160 |
|
|
2016
Q4 | $1K | Buy |
+18
| New | +$853 | ﹤0.01% | 1031 |
|
Other funds holding AME
VCM
VPM
Carson Wealth (CWM LLC)'s AME Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Ametek (AME) stake by 4.5% in Q1 2026, buying an estimated $616K and bringing the position to 63,904 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #445.
Carson Wealth (CWM LLC) first reported a position in AME in Q4 2016 and has held it in 31 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.
- Carson Wealth (CWM LLC) held 63,904 shares of Ametek worth $13.7M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,773 Ametek shares in Q1 2026, an estimated $616K.
- Ametek made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #445 holding.
- Carson Wealth (CWM LLC) first reported a position in Ametek in Q4 2016 and has held it in 31 quarters since.
- 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.