HWA
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HHM Wealth Advisors’s Ametek AME Stock Holding History

HHM 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
2025
Q1 		– Sell
-5
Closed -$902 – 928
2024
Q4 		$902 Buy
+5
New +$911 ﹤0.01% 868
2022
Q3 		– Sell
-448
Closed -$49K – 648
2022
Q2 		$49K Hold
448
– – 0.01% 279
2022
Q1 		$60K Buy
448
+2
+0.4% +$269 0.01% 277
2021
Q4 		$66K Buy
+446
New +$61K 0.02% 272

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHM Wealth Advisors's AME Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Ametek (AME) in Q1 2025, closing a stake of 5 shares — an estimated $902 sold.

HHM Wealth Advisors first reported a position in AME in Q4 2021 and held it in 4 quarters. The position peaked at $66K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold AME as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Ametek position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 5 Ametek shares in Q1 2025, an estimated $902.
  • HHM Wealth Advisors first reported a position in Ametek in Q4 2021 and held it in 4 quarters.
  • HHM Wealth Advisors's Ametek position peaked at $66K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held Ametek as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.