Cherry Tree Wealth Management
AME icon

Cherry Tree Wealth Management’s Ametek AME Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-42
Closed -$9K – 595
2026
Q1 		$9K Hold
42
– – ﹤0.01% 437
2025
Q4 		$8.62K Hold
42
– – ﹤0.01% 440
2025
Q3 		$7.9K Hold
42
– – ﹤0.01% 435
2025
Q2 		$7.6K Sell
42
-11
-21% -$1.89K ﹤0.01% 444
2025
Q1 		$9.12K Hold
53
– – ﹤0.01% 440
2024
Q4 		$9.6K Hold
53
– – ﹤0.01% 421
2024
Q3 		$9.1K Hold
53
– – ﹤0.01% 430
2024
Q2 		$8.84K Hold
53
– – ﹤0.01% 411
2024
Q1 		$9.7K Hold
53
– – ﹤0.01% 382
2023
Q4 		$8.74K Hold
53
– – ﹤0.01% 367
2023
Q3 		$7.83K Sell
53
-4
-7% -$625 ﹤0.01% 361
2023
Q2 		$9.15K Buy
+57
New +$8.32K ﹤0.01% 341

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's AME Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of Ametek (AME) in Q2 2026, closing a stake of 42 shares — an estimated $9K sold.

Cherry Tree Wealth Management first reported a position in AME in Q2 2023 and held it in 12 quarters. The position peaked at $9.7K in Q1 2024. 1,202 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Cherry Tree Wealth Management reported no remaining Ametek position as of Q2 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 42 Ametek shares in Q2 2026, an estimated $9K.
  • Cherry Tree Wealth Management first reported a position in Ametek in Q2 2023 and held it in 12 quarters.
  • Cherry Tree Wealth Management's Ametek position peaked at $9.7K in Q1 2024.
  • 1,202 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.