Concord Wealth Partners’s Ametek AME Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-4	Closed	-$721	–	823
2024 Q4	$721	Hold	4	–	–	﹤0.01%	833
2024 Q3	$687	Buy	+4	New	+$668	﹤0.01%	875
2023 Q4	–	Sell	-32	Closed	-$4.73K	–	815
2023 Q3	$4.73K	Hold	32	–	–	﹤0.01%	725
2023 Q2	$5.18K	Buy	+32	New	+$4.67K	﹤0.01%	700
2023 Q1	–	Sell	-37	Closed	-$5.17K	–	997
2022 Q4	$5.17K	Buy	+37	New	+$4.9K	﹤0.01%	757
2022 Q3	–	Sell	-189	Closed	-$21K	–	195
2022 Q2	$21K	Sell	189 -1,741	-90%	-$212K	0.01%	529
2022 Q1	$257K	Sell	1,930 -117	-6%	-$15.7K	0.07%	151
2021 Q4	$301K	Buy	2,047 +1,469	+254%	+$201K	0.07%	143
2021 Q3	$72K	Sell	578 -1,191	-67%	-$160K	0.03%	166
2021 Q2	$236K	Buy	1,769 +138	+8%	+$18.5K	0.07%	121
2021 Q1	$208K	Buy	1,631 +1,605	+6,173%	+$194K	0.07%	128
2020 Q4	$3K	Buy	+26	New	+$2.93K	﹤0.01%	455

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Concord Wealth Partners's AME Position: Q1 2025 in Review

Concord Wealth Partners sold out of Ametek (AME) in Q1 2025, closing a stake of 4 shares — an estimated $721 sold.

Concord Wealth Partners first reported a position in AME in Q4 2020 and held it in 12 quarters. The position peaked at $301K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold AME as of Q1 2025.

Concord Wealth Partners reported no remaining Ametek position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 4 Ametek shares in Q1 2025, an estimated $721.
Concord Wealth Partners first reported a position in Ametek in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's Ametek position peaked at $301K in Q4 2021.
1,001 funds tracked by Wall St. Rank held Ametek as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.