IWC
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Integrated Wealth Concepts’s Ametek AME Stock Holding History

Integrated Wealth Concepts’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 		$2.33M Buy
10,891
+7,808
+253% +$1.74M 0.02% 703
2025
Q4 		$633K Sell
3,083
-4,056
-57% -$789K 0.01% 977
2025
Q3 		$1.34M Sell
7,139
-2,904
-29% -$534K 0.01% 844
2025
Q2 		$1.82M Buy
10,043
+503
+5% +$86.5K 0.02% 647
2025
Q1 		$1.64M Buy
9,540
+395
+4% +$71.8K 0.02% 630
2024
Q4 		$1.65M Sell
9,145
-186
-2% -$33.9K 0.02% 627
2024
Q3 		$1.6M Sell
9,331
-414
-4% -$69.1K 0.02% 608
2024
Q2 		$1.62M Sell
9,745
-1,335
-12% -$231K 0.02% 581
2024
Q1 		$2.03M Buy
11,080
+294
+3% +$50.6K 0.03% 512
2023
Q4 		$1.78M Sell
10,786
-3,410
-24% -$520K 0.03% 520
2023
Q3 		$2.1M Buy
14,196
+5
+0% +$781 0.04% 438
2023
Q2 		$2.3M Buy
14,191
+11,884
+515% +$1.74M 0.04% 410
2023
Q1 		$335K Buy
2,307
+174
+8% +$24.7K 0.01% 1006
2022
Q4 		$298K Sell
2,133
-90
-4% -$11.9K 0.01% 829
2022
Q3 		$252K Buy
2,223
+86
+4% +$10.3K 0.01% 795
2022
Q2 		$235K Sell
2,137
-185
-8% -$22.5K 0.01% 833
2022
Q1 		$309K Sell
2,322
-4,182
-64% -$562K 0.01% 728
2021
Q4 		$956K Buy
6,504
+38
+0.6% +$5.2K 0.03% 433
2021
Q3 		$802K Buy
6,466
+505
+8% +$67.8K 0.03% 456
2021
Q2 		$796K Buy
5,961
+154
+3% +$20.6K 0.03% 415
2021
Q1 		$742K Buy
5,807
+600
+12% +$72.4K 0.03% 365
2020
Q4 		$630K Buy
5,207
+915
+21% +$103K 0.03% 359
2020
Q3 		$427K Buy
4,292
+628
+17% +$60.7K 0.03% 381
2020
Q2 		$327K Buy
3,664
+606
+20% +$50.8K 0.02% 375
2020
Q1 		$220K Buy
3,058
+19
+0.6% +$1.71K 0.02% 375
2019
Q4 		$303K Buy
3,039
+131
+5% +$12.4K 0.03% 366
2019
Q3 		$267K Buy
2,908
+476
+20% +$42K 0.03% 335
2019
Q2 		$221K Buy
+2,432
New +$208K 0.03% 343

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

Integrated Wealth Concepts's AME Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Ametek (AME) stake by 253% in Q1 2026, buying an estimated $1.74M and bringing the position to 10,891 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #703.

Integrated Wealth Concepts first reported a position in AME in Q2 2019 and has held it in 28 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Integrated Wealth Concepts held 10,891 shares of Ametek worth $2.33M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,808 Ametek shares in Q1 2026, an estimated $1.74M.
  • Ametek made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #703 holding.
  • Integrated Wealth Concepts first reported a position in Ametek in Q2 2019 and has held it in 28 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.