EFS
AME icon

Essex Financial Services’s Ametek AME Stock Holding History

Essex Financial Services’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 		$591K Sell
2,758
-229
-8% -$50.9K 0.03% 413
2025
Q4 		$613K Buy
2,987
+1,262
+73% +$246K 0.03% 394
2025
Q3 		$324K Buy
1,725
+109
+7% +$20.1K 0.02% 559
2025
Q2 		$292K Buy
1,616
+425
+36% +$73.1K 0.02% 557
2025
Q1 		$205K Sell
1,191
-15
-1% -$2.73K 0.01% 604
2024
Q4 		$217K Sell
1,206
-103
-8% -$18.8K 0.02% 581
2024
Q3 		$220K Buy
1,309
+14
+1% +$2.34K 0.02% 578
2024
Q2 		$206K Buy
1,295
+201
+18% +$34.7K 0.02% 579
2024
Q1 		$200K Buy
+1,094
New +$188K 0.02% 517

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

Essex Financial Services's AME Position: Q1 2026 in Review

Essex Financial Services reduced its Ametek (AME) stake by 7.7% in Q1 2026, selling an estimated $50.9K and leaving 2,758 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #413.

Essex Financial Services first reported a position in AME in Q1 2024 and has held it in 9 quarters since. The position peaked at $613K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Essex Financial Services held 2,758 shares of Ametek worth $591K as of Q1 2026.
  • Essex Financial Services sold 229 Ametek shares in Q1 2026, an estimated $50.9K.
  • Ametek made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #413 holding.
  • Essex Financial Services first reported a position in Ametek in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Ametek position peaked at $613K in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.