JWCA
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J.W. Cole Advisors’s Ametek AME Stock Holding History

J.W. Cole 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 		$447K Buy
2,085
+544
+35% +$121K 0.02% 528
2025
Q4 		$312K Sell
1,541
-197
-11% -$38.3K 0.01% 1085
2025
Q3 		$327K Buy
1,738
+27
+2% +$4.97K 0.01% 1179
2025
Q2 		$310K Buy
1,711
+31
+2% +$5.33K 0.01% 1130
2025
Q1 		$289K Buy
+1,680
New +$305K 0.01% 982

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

J.W. Cole Advisors's AME Position: Q1 2026 in Review

J.W. Cole Advisors increased its Ametek (AME) stake by 35% in Q1 2026, buying an estimated $121K and bringing the position to 2,085 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #528.

J.W. Cole Advisors first reported a position in AME in Q1 2025 and has held it in 5 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • J.W. Cole Advisors held 2,085 shares of Ametek worth $447K as of Q1 2026.
  • J.W. Cole Advisors bought 544 Ametek shares in Q1 2026, an estimated $121K.
  • Ametek made up 0.02% of J.W. Cole Advisors's portfolio in Q1 2026, its #528 holding.
  • J.W. Cole Advisors first reported a position in Ametek in Q1 2025 and has held it in 5 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.