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Fi3 Financial Advisors’s Ametek AME Stock Holding History

Fi3 Financial Advisors’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 		$271K Buy
1,265
+36
+3% +$8K 0.08% 157
2025
Q4 		$252K Buy
1,229
+59
+5% +$11.5K 0.08% 149
2025
Q3 		$220K Buy
+1,170
New +$215K 0.07% 143

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

Fi3 Financial Advisors's AME Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Ametek (AME) stake by 2.9% in Q1 2026, buying an estimated $8K and bringing the position to 1,265 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #157.

Fi3 Financial Advisors first reported a position in AME in Q3 2025 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Fi3 Financial Advisors held 1,265 shares of Ametek worth $271K as of Q1 2026.
  • Fi3 Financial Advisors bought 36 Ametek shares in Q1 2026, an estimated $8K.
  • Ametek made up 0.08% of Fi3 Financial Advisors's portfolio in Q1 2026, its #157 holding.
  • Fi3 Financial Advisors first reported a position in Ametek in Q3 2025 and has held it in 3 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.