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 Q2	$123K	Buy	510 +225	+79%	+$51.8K	0.01%	247
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's AME Position: Q2 2026 in Review

Evermay Wealth Management increased its Ametek (AME) stake by 79% in Q2 2026, buying an estimated $51.8K and bringing the position to 510 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #247.

Evermay Wealth Management first reported a position in AME in Q2 2021 and has held it in 21 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Evermay Wealth Management held 510 shares of Ametek worth $123K as of Q2 2026.
Evermay Wealth Management bought 225 Ametek shares in Q2 2026, an estimated $51.8K.
Ametek made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #247 holding.
Evermay Wealth Management first reported a position in Ametek in Q2 2021 and has held it in 21 quarters since.
1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.