HWM
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HB Wealth Management’s Ametek AME Stock Holding History

HB 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 		$1.92M Buy
8,947
+1,092
+14% +$243K 0.01% 440
2025
Q4 		$1.61M Buy
7,855
+547
+7% +$106K 0.01% 463
2025
Q3 		$1.37M Buy
7,308
+2,255
+45% +$415K 0.01% 523
2025
Q2 		$914K Sell
5,053
-2,825
-36% -$486K 0.01% 556
2025
Q1 		$1.36M Buy
7,878
+2,578
+49% +$469K 0.01% 472
2024
Q4 		$955K Sell
5,300
-266
-5% -$48.5K 0.01% 418
2024
Q3 		$956K Buy
5,566
+675
+14% +$113K 0.01% 406
2024
Q2 		$815K Buy
4,891
+23
+0.5% +$3.97K 0.01% 414
2024
Q1 		$890K Buy
4,868
+115
+2% +$19.8K 0.01% 373
2023
Q4 		$784K Sell
4,753
-287
-6% -$43.8K 0.01% 358
2023
Q3 		$745K Buy
5,040
+379
+8% +$59.2K 0.01% 347
2023
Q2 		$755K Buy
4,661
+293
+7% +$42.8K 0.01% 334
2023
Q1 		$635K Buy
4,368
+208
+5% +$29.6K 0.01% 366
2022
Q4 		$581K Buy
4,160
+779
+23% +$103K 0.01% 362
2022
Q3 		$383K Buy
3,381
+748
+28% +$89.7K 0.01% 392
2022
Q2 		$289K Sell
2,633
-46
-2% -$5.59K 0.01% 443
2022
Q1 		$357K Sell
2,679
-1,141
-30% -$153K 0.01% 409
2021
Q4 		$562K Buy
+3,820
New +$523K 0.01% 300

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

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

HB Wealth Management increased its Ametek (AME) stake by 14% in Q1 2026, buying an estimated $243K and bringing the position to 8,947 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #440.

HB Wealth Management first reported a position in AME in Q4 2021 and has held it in 18 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • HB Wealth Management held 8,947 shares of Ametek worth $1.92M as of Q1 2026.
  • HB Wealth Management bought 1,092 Ametek shares in Q1 2026, an estimated $243K.
  • Ametek made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #440 holding.
  • HB Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 18 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.