CWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return