HWA
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Heritage Wealth Advisors’s Ametek AME Stock Holding History

Heritage Wealth 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 		$3K Hold
14
– – ﹤0.01% 603
2025
Q4 		$2.87K Hold
14
– – ﹤0.01% 533
2025
Q3 		$2.63K Hold
14
– – ﹤0.01% 511
2025
Q2 		$2.53K Hold
14
– – ﹤0.01% 504
2025
Q1 		$2.41K Sell
14
-3
-18% -$545 ﹤0.01% 499
2024
Q4 		$3.06K Buy
17
+3
+21% +$546 ﹤0.01% 534
2024
Q3 		$2.4K Buy
+14
New +$2.34K ﹤0.01% 539
2020
Q1 		– Sell
-16
Closed -$1.6K – 448
2019
Q4 		$1.6K Buy
+16
New +$1.52K ﹤0.01% 599

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

Heritage Wealth Advisors's AME Position: Q1 2026 in Review

Heritage Wealth Advisors held its Ametek (AME) position steady in Q1 2026 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Heritage Wealth Advisors first reported a position in AME in Q4 2019 and has held it in 8 quarters since. The position peaked at $3.06K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Heritage Wealth Advisors held 14 shares of Ametek worth $3K as of Q1 2026.
  • Heritage Wealth Advisors left its Ametek share count unchanged in Q1 2026.
  • Ametek made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #603 holding.
  • Heritage Wealth Advisors first reported a position in Ametek in Q4 2019 and has held it in 8 quarters since.
  • Heritage Wealth Advisors's Ametek position peaked at $3.06K in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.