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Clearstead Advisors’s Ametek AME Stock Holding History

Clearstead 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 		$1.32M Sell
6,145
-541
-8% -$120K 0.01% 448
2025
Q4 		$1.37M Buy
6,686
+1,056
+19% +$205K 0.02% 398
2025
Q3 		$1.06M Buy
5,630
+20
+0.4% +$3.68K 0.01% 449
2025
Q2 		$1.02M Sell
5,610
-1,061
-16% -$183K 0.01% 440
2025
Q1 		$1.15M Buy
6,671
+498
+8% +$90.5K 0.02% 381
2024
Q4 		$1.11M Sell
6,173
-892
-13% -$162K 0.02% 393
2024
Q3 		$1.21M Buy
7,065
+655
+10% +$109K 0.02% 385
2024
Q2 		$1.07M Buy
6,410
+2,721
+74% +$470K 0.02% 381
2024
Q1 		$627K Buy
3,689
+312
+9% +$53.7K 0.03% 287
2023
Q4 		$557K Sell
3,377
-2,459
-42% -$375K 0.03% 297
2023
Q3 		$862K Buy
5,836
+2,919
+100% +$456K 0.03% 323
2023
Q2 		$472K Buy
2,917
+301
+12% +$44K 0.03% 300
2023
Q1 		$380K Buy
2,616
+162
+7% +$23K 0.03% 301
2022
Q4 		$343K Sell
2,454
-19
-0.8% -$2.52K 0.03% 306
2022
Q3 		$281K Buy
2,473
+20
+0.8% +$2.4K 0.03% 318
2022
Q2 		$270K Sell
2,453
-87
-3% -$10.6K 0.02% 336
2022
Q1 		$338K Buy
2,540
+224
+10% +$30.1K 0.02% 324
2021
Q4 		$341K Sell
2,316
-6
-0.3% -$821 0.02% 312
2021
Q3 		$288K Sell
2,322
-29
-1% -$3.9K 0.02% 317
2021
Q2 		$314K Sell
2,351
-5
-0.2% -$670 0.02% 285
2021
Q1 		$301K Buy
2,356
+40
+2% +$4.83K 0.03% 279
2020
Q4 		$280K Sell
2,316
-70
-3% -$7.88K 0.03% 275
2020
Q3 		$237K Sell
2,386
-406
-15% -$39.3K 0.03% 261
2020
Q2 		$250K Buy
2,792
+665
+31% +$55.8K 0.03% 245
2020
Q1 		$153K Hold
2,127
– – 0.02% 268
2019
Q4 		$212K Buy
+2,127
New +$202K 0.03% 267

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

Clearstead Advisors's AME Position: Q1 2026 in Review

Clearstead Advisors reduced its Ametek (AME) stake by 8.1% in Q1 2026, selling an estimated $120K and leaving 6,145 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #448.

Clearstead Advisors first reported a position in AME in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.37M in Q4 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Clearstead Advisors held 6,145 shares of Ametek worth $1.32M as of Q1 2026.
  • Clearstead Advisors sold 541 Ametek shares in Q1 2026, an estimated $120K.
  • Ametek made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #448 holding.
  • Clearstead Advisors first reported a position in Ametek in Q4 2019 and has held it in 26 quarters since.
  • Clearstead Advisors's Ametek position peaked at $1.37M in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.