Evermay Wealth Management’s Ametek AME Stock Holding History

Evermay 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	$61.1K	Hold	285	–	–	0.01%	305
2025 Q4	$58.5K	Hold	285	–	–	0.01%	311
2025 Q3	$53.6K	Hold	285	–	–	0.01%	324
2025 Q2	$51.6K	Sell	285 -60	-17%	-$10.3K	0.01%	321
2025 Q1	$59.4K	Hold	345	–	–	0.01%	309
2024 Q4	$62.2K	Hold	345	–	–	0.01%	301
2024 Q3	$59.2K	Hold	345	–	–	0.01%	321
2024 Q2	$57.5K	Hold	345	–	–	0.01%	332
2024 Q1	$63.1K	Sell	345 -2	-0.6%	-$344	0.01%	332
2023 Q4	$57.2K	Buy	347 +2	+0.6%	+$305	0.01%	316
2023 Q3	$51K	Hold	345	–	–	0.01%	302
2023 Q2	$55.8K	Sell	345 -70	-17%	-$10.2K	0.01%	299
2023 Q1	$60.3K	Hold	415	–	–	0.01%	286
2022 Q4	$58K	Hold	415	–	–	0.01%	287
2022 Q3	$47K	Hold	415	–	–	0.01%	283
2022 Q2	$46K	Sell	415 -40	-9%	-$4.86K	0.01%	287
2022 Q1	$61K	Hold	455	–	–	0.01%	287
2021 Q4	$67K	Hold	455	–	–	0.01%	251
2021 Q3	$56K	Hold	455	–	–	0.01%	253
2021 Q2	$61K	Buy	+455	New	+$60.9K	0.01%	264

Other funds holding AME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Evermay Wealth Management held its Ametek (AME) position steady in Q1 2026 at 285 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #305.

Evermay Wealth Management first reported a position in AME in Q2 2021 and has held it in 20 quarters since. The position peaked at $67K in Q4 2021. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Evermay Wealth Management held 285 shares of Ametek worth $61.1K as of Q1 2026.
Evermay Wealth Management left its Ametek share count unchanged in Q1 2026.
Ametek made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #305 holding.
Evermay Wealth Management first reported a position in Ametek in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Ametek position peaked at $67K in Q4 2021.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.