Clifford Swan Investment Counsel’s Ametek AME Stock Holding History

Clifford Swan Investment Counsel’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	$362K	Sell	1,495 -5	-0.3%	-$1.15K	0.01%	257
2026 Q1	$322K	Hold	1,500	–	–	0.01%	260
2025 Q4	$308K	Hold	1,500	–	–	0.01%	260
2025 Q3	$282K	Sell	1,500 -1	-0.1%	-$184	0.01%	279
2025 Q2	$272K	Buy	1,501 +1	+0.1%	+$172	0.01%	274
2025 Q1	$258K	Buy	1,500 +5	+0.3%	+$909	0.01%	281
2024 Q4	$269K	Sell	1,495 -21	-1%	-$3.83K	0.01%	275
2024 Q3	$260K	Hold	1,516	–	–	0.01%	285
2024 Q2	$253K	Hold	1,516	–	–	0.01%	275
2024 Q1	$277K	Hold	1,516	–	–	0.01%	272
2023 Q4	$250K	Sell	1,516 -35	-2%	-$5.34K	0.01%	277
2023 Q3	$229K	Hold	1,551	–	–	0.01%	280
2023 Q2	$251K	Hold	1,551	–	–	0.01%	278
2023 Q1	$225K	Buy	+1,551	New	+$220K	0.01%	285

Other funds holding AME

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Clifford Swan Investment Counsel's AME Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Ametek (AME) stake by 0.33% in Q2 2026, selling an estimated $1.15K and leaving 1,495 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #257.

Clifford Swan Investment Counsel first reported a position in AME in Q1 2023 and has held it in 14 quarters since. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Clifford Swan Investment Counsel held 1,495 shares of Ametek worth $362K as of Q2 2026.
Clifford Swan Investment Counsel sold 5 Ametek shares in Q2 2026, an estimated $1.15K.
Ametek made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #257 holding.
Clifford Swan Investment Counsel first reported a position in Ametek in Q1 2023 and has held it in 14 quarters since.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.