Compass Wealth Management’s Ametek AME Stock Holding History

Compass 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
2025 Q2	–	Sell	-130	Closed	-$22.4K	–	166
2025 Q1	$22.4K	Hold	130	–	–	0.01%	317
2024 Q4	$23.4K	Buy	+130	New	+$23.7K	0.01%	311

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 $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Compass Wealth Management's AME Position: Q2 2025 in Review

Compass Wealth Management sold out of Ametek (AME) in Q2 2025, closing a stake of 130 shares — an estimated $22.4K sold.

Compass Wealth Management first reported a position in AME in Q4 2024 and held it in 2 quarters. The position peaked at $23.4K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold AME as of Q2 2025.

Compass Wealth Management reported no remaining Ametek position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 130 Ametek shares in Q2 2025, an estimated $22.4K.
Compass Wealth Management first reported a position in Ametek in Q4 2024 and held it in 2 quarters.
Compass Wealth Management's Ametek position peaked at $23.4K in Q4 2024.
1,002 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.