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Crestwood Advisors Group’s Ametek AME Stock Holding History

Crestwood Advisors Group’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
Q1 		$1.82M Buy
8,475
+212
+3% +$47.1K 0.03% 237
2025
Q4 		$1.7M Buy
8,263
+109
+1% +$21.2K 0.03% 229
2025
Q3 		$1.53M Buy
8,154
+186
+2% +$34.2K 0.03% 240
2025
Q2 		$1.44M Sell
7,968
-453
-5% -$77.9K 0.03% 241
2025
Q1 		$1.45M Buy
8,421
+315
+4% +$57.3K 0.03% 233
2024
Q4 		$1.46M Buy
8,106
+399
+5% +$72.7K 0.03% 213
2024
Q3 		$1.32M Buy
7,707
+211
+3% +$35.2K 0.03% 210
2024
Q2 		$1.25M Buy
7,496
+453
+6% +$78.3K 0.03% 205
2024
Q1 		$1.29M Buy
7,043
+60
+0.9% +$10.3K 0.03% 200
2023
Q4 		$1.15M Sell
6,983
-22
-0.3% -$3.35K 0.03% 204
2023
Q3 		$1.04M Sell
7,005
-244
-3% -$38.1K 0.03% 194
2023
Q2 		$1.17M Buy
7,249
+13
+0.2% +$1.9K 0.04% 130
2023
Q1 		$1.05M Sell
7,236
-250
-3% -$35.5K 0.04% 140
2022
Q4 		$1.05M Sell
7,486
-259
-3% -$34.3K 0.04% 139
2022
Q3 		$878K Hold
7,745
– – 0.03% 148
2022
Q2 		$851K Sell
7,745
-922
-11% -$112K 0.03% 153
2022
Q1 		$1.15M Sell
8,667
-498
-5% -$66.9K 0.03% 147
2021
Q4 		$1.35M Buy
9,165
+6,765
+282% +$926K 0.04% 146
2021
Q3 		$298K Hold
2,400
– – 0.01% 232
2021
Q2 		$320K Sell
2,400
-856
-26% -$115K 0.01% 222
2021
Q1 		$416K Sell
3,256
-869
-21% -$105K 0.01% 198
2020
Q4 		$499K Buy
4,125
+1,125
+38% +$127K 0.02% 190
2020
Q3 		$298K Sell
3,000
-750
-20% -$72.5K 0.01% 195
2020
Q2 		$335K Hold
3,750
– – 0.01% 192
2020
Q1 		$270K Hold
3,750
– – 0.01% 193
2019
Q4 		$374K Sell
3,750
-500
-12% -$47.4K 0.01% 190
2019
Q3 		$390K Sell
4,250
-450
-10% -$39.7K 0.02% 179
2019
Q2 		$427K Sell
4,700
-3,798
-45% -$325K 0.02% 176
2019
Q1 		$705K Buy
+8,498
New +$646K 0.05% 94

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Crestwood Advisors Group's AME Position: Q1 2026 in Review

Crestwood Advisors Group increased its Ametek (AME) stake by 2.6% in Q1 2026, buying an estimated $47.1K and bringing the position to 8,475 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #237.

Crestwood Advisors Group first reported a position in AME in Q1 2019 and has held it in 29 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Crestwood Advisors Group held 8,475 shares of Ametek worth $1.82M as of Q1 2026.
  • Crestwood Advisors Group bought 212 Ametek shares in Q1 2026, an estimated $47.1K.
  • Ametek made up 0.03% of Crestwood Advisors Group's portfolio in Q1 2026, its #237 holding.
  • Crestwood Advisors Group first reported a position in Ametek in Q1 2019 and has held it in 29 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.