Investment Advisory Group’s Ametek AME Stock Holding History

Investment Advisory Group’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	–	Sell	-2,718	Closed	-$558K	–	195
2025 Q4	$558K	Hold	2,718	–	–	0.14%	103
2025 Q3	$511K	Hold	2,718	–	–	0.14%	105
2025 Q2	$492K	Sell	2,718 -2	-0.1%	-$344	0.15%	106
2025 Q1	$468K	Buy	2,720 +4	+0.1%	+$727	0.16%	102
2024 Q4	$490K	Hold	2,716	–	–	0.16%	96
2024 Q3	$466K	Buy	2,716 +4	+0.1%	+$668	0.16%	102
2024 Q2	$452K	Hold	2,712	–	–	0.17%	97
2024 Q1	$496K	Buy	2,712 +5	+0.2%	+$861	0.21%	84
2023 Q4	$446K	Hold	2,707	–	–	0.21%	85
2023 Q3	$400K	Buy	2,707 +7	+0.3%	+$1.09K	0.21%	84
2023 Q2	$437K	Hold	2,700	–	–	0.22%	80
2023 Q1	$392K	Hold	2,700	–	–	0.23%	82
2022 Q4	$377K	Hold	2,700	–	–	0.23%	84
2022 Q3	$306K	Hold	2,700	–	–	0.21%	87
2022 Q2	$297K	Hold	2,700	–	–	0.2%	91
2022 Q1	$360K	Hold	2,700	–	–	0.22%	80
2021 Q4	$366K	Buy	+2,700	New	+$369K	0.23%	76

Other funds holding AME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Investment Advisory Group's AME Position: Q1 2026 in Review

Investment Advisory Group sold out of Ametek (AME) in Q1 2026, closing a stake of 2,718 shares — an estimated $558K sold.

Investment Advisory Group first reported a position in AME in Q4 2021 and held it in 17 quarters. The position peaked at $558K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Investment Advisory Group reported no remaining Ametek position as of Q1 2026 after selling out during the quarter.
Investment Advisory Group sold 2,718 Ametek shares in Q1 2026, an estimated $558K.
Investment Advisory Group first reported a position in Ametek in Q4 2021 and held it in 17 quarters.
Investment Advisory Group's Ametek position peaked at $558K in Q4 2025.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.