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Forum Financial Management’s Ametek AME Stock Holding History

Forum Financial 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 		– Sell
-2,714
Closed -$557K – 367
2025
Q4 		$557K Buy
2,714
+16
+0.6% +$3.11K 0.01% 428
2025
Q3 		$507K Buy
2,698
+1
+0% +$184 0.01% 449
2025
Q2 		$488K Buy
2,697
+363
+16% +$62.5K 0.01% 421
2025
Q1 		$402K Buy
+2,334
New +$424K 0.01% 453
2024
Q4 		– Sell
-2,334
Closed -$401K – 906
2024
Q3 		$401K Buy
2,334
+7
+0.3% +$1.17K 0.01% 399
2024
Q2 		$388K Buy
2,327
+2
+0.1% +$345 0.01% 397
2024
Q1 		$425K Hold
2,325
– – 0.01% 378
2023
Q4 		$383K Hold
2,325
– – 0.01% 371
2023
Q3 		$344K Hold
2,325
– – 0.01% 379
2023
Q2 		$376K Sell
2,325
-1
-0% -$146 0.01% 365
2023
Q1 		$338K Sell
2,326
-1
-0% -$142 0.01% 366
2022
Q4 		$325K Buy
2,327
+2
+0.1% +$265 0.01% 367
2022
Q3 		$264K Hold
2,325
– – 0.01% 383
2022
Q2 		$255K Buy
2,325
+298
+15% +$36.2K 0.01% 418
2022
Q1 		$269K Sell
2,027
-550
-21% -$73.9K 0.01% 446
2021
Q4 		$379K Buy
+2,577
New +$353K 0.02% 324

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

Forum Financial Management's AME Position: Q1 2026 in Review

Forum Financial Management sold out of Ametek (AME) in Q1 2026, closing a stake of 2,714 shares — an estimated $557K sold.

Forum Financial Management first reported a position in AME in Q4 2021 and held it in 16 quarters. The position peaked at $557K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Forum Financial Management reported no remaining Ametek position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,714 Ametek shares in Q1 2026, an estimated $557K.
  • Forum Financial Management first reported a position in Ametek in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Ametek position peaked at $557K in Q4 2025.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.