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Congress Wealth Management’s Ametek AME Stock Holding History

Congress 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 		$4.09M Buy
22,595
+10,089
+81% +$1.74M 0.04% 424
2025
Q1 		$2.15M Buy
12,506
+105
+0.8% +$19.1K 0.03% 478
2024
Q4 		$2.24M Sell
12,401
-9,733
-44% -$1.77M 0.03% 393
2024
Q3 		$3.8M Buy
22,134
+9,934
+81% +$1.66M 0.05% 333
2024
Q2 		$2.03M Buy
12,200
+10,007
+456% +$1.73M 0.03% 356
2024
Q1 		$401K Buy
2,193
+27
+1% +$4.65K 0.01% 473
2023
Q4 		$357K Buy
2,166
+23
+1% +$3.51K 0.01% 508
2023
Q3 		$317K Sell
2,143
-19
-0.9% -$2.97K 0.01% 517
2023
Q2 		$350K Buy
2,162
+2
+0.1% +$292 0.01% 463
2023
Q1 		$314K Sell
2,160
-44
-2% -$6.25K 0.01% 481
2022
Q4 		$308K Hold
2,204
– – 0.01% 473
2022
Q3 		$249K Hold
2,204
– – 0.01% 495
2022
Q2 		$243K Sell
2,204
-232
-10% -$28.2K 0.01% 506
2022
Q1 		$324K Buy
2,436
+108
+5% +$14.5K 0.01% 503
2021
Q4 		$343K Buy
+2,328
New +$319K 0.01% 509

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Ametek (AME) stake by 81% in Q2 2025, buying an estimated $1.74M and bringing the position to 22,595 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #424.

Congress Wealth Management first reported a position in AME in Q4 2021 and has held it in 15 quarters since. 1,002 funds tracked by Wall St. Rank hold AME as of Q2 2025.

  • Congress Wealth Management held 22,595 shares of Ametek worth $4.09M as of Q2 2025.
  • Congress Wealth Management bought 10,089 Ametek shares in Q2 2025, an estimated $1.74M.
  • Ametek made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #424 holding.
  • Congress Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 15 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

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