CIA
AME icon

Concurrent Investment Advisors’s Ametek AME Stock Holding History

Concurrent Investment 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
Q2 		$6.38M Sell
26,373
-435
-2% -$100K 0.05% 373
2026
Q1 		$5.75M Buy
26,808
+4,067
+18% +$904K 0.06% 330
2025
Q4 		$4.67M Buy
+22,741
New +$4.42M 0.05% 350

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

Concurrent Investment Advisors's AME Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Ametek (AME) stake by 1.6% in Q2 2026, selling an estimated $100K and leaving 26,373 shares worth $6.38M. The position accounts for 0.05% of the portfolio, ranked #373.

Concurrent Investment Advisors first reported a position in AME in Q4 2025 and has held it in 3 quarters since. 1,200 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Concurrent Investment Advisors held 26,373 shares of Ametek worth $6.38M as of Q2 2026.
  • Concurrent Investment Advisors sold 435 Ametek shares in Q2 2026, an estimated $100K.
  • Ametek made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #373 holding.
  • Concurrent Investment Advisors first reported a position in Ametek in Q4 2025 and has held it in 3 quarters since.
  • 1,200 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.