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Diversify Wealth Management’s Ametek AME Stock Holding History

Diversify 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
2026
Q1 		$363K Buy
1,592
+584
+58% +$130K 0.01% 904
2025
Q4 		$213K Sell
1,008
-106
-10% -$20.6K 0.01% 588
2025
Q3 		$221K Sell
1,114
-40
-3% -$7.36K 0.01% 507
2025
Q2 		$213K Sell
1,154
-228
-16% -$39.2K 0.01% 511
2025
Q1 		$232K Sell
1,382
-45
-3% -$8.18K 0.02% 472
2024
Q4 		$251K Sell
1,427
-125
-8% -$22.8K 0.02% 454
2024
Q3 		$259K Sell
1,552
-77
-5% -$12.9K 0.02% 423
2024
Q2 		$252K Buy
+1,629
New +$281K 0.03% 385

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

Diversify Wealth Management's AME Position: Q1 2026 in Review

Diversify Wealth Management increased its Ametek (AME) stake by 58% in Q1 2026, buying an estimated $130K and bringing the position to 1,592 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #904.

Diversify Wealth Management first reported a position in AME in Q2 2024 and has held it in 8 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Diversify Wealth Management held 1,592 shares of Ametek worth $363K as of Q1 2026.
  • Diversify Wealth Management bought 584 Ametek shares in Q1 2026, an estimated $130K.
  • Ametek made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #904 holding.
  • Diversify Wealth Management first reported a position in Ametek in Q2 2024 and has held it in 8 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.