IAA
AME icon

Independent Advisor Alliance’s Ametek AME Stock Holding History

Independent Advisor Alliance’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 		$465K Sell
2,169
-58
-3% -$12.9K 0.01% 1143
2025
Q4 		$457K Buy
2,227
+112
+5% +$21.8K 0.01% 671
2025
Q3 		$398K Sell
2,115
-339
-14% -$62.4K 0.01% 688
2025
Q2 		$444K Buy
2,454
+20
+0.8% +$3.44K 0.01% 615
2025
Q1 		$419K Buy
2,434
+47
+2% +$8.54K 0.01% 573
2024
Q4 		$430K Buy
+2,387
New +$435K 0.01% 1004

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

Independent Advisor Alliance's AME Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Ametek (AME) stake by 2.6% in Q1 2026, selling an estimated $12.9K and leaving 2,169 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #1143.

Independent Advisor Alliance first reported a position in AME in Q4 2024 and has held it in 6 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Independent Advisor Alliance held 2,169 shares of Ametek worth $465K as of Q1 2026.
  • Independent Advisor Alliance sold 58 Ametek shares in Q1 2026, an estimated $12.9K.
  • Ametek made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1143 holding.
  • Independent Advisor Alliance first reported a position in Ametek in Q4 2024 and has held it in 6 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.