Legacy Advisors’s Ametek AME Stock Holding History

Legacy 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 Q3	$249K	Sell	1,005 -1,096	-52%	-$265K	0.02%	270
2026 Q2	$508K	Buy	2,101 +1,116	+113%	+$257K	0.05%	181
2026 Q1	$211K	Buy	+985	New	+$219K	0.02%	261
2025 Q1	$287K	Buy	1,669 +76	+5%	+$13.8K	0.03%	336
2024 Q4	$287K	Buy	1,593 +64	+4%	+$11.7K	0.03%	319
2024 Q3	$263K	Buy	1,529 +73	+5%	+$12.2K	0.03%	312
2024 Q2	$243K	Sell	1,456 -34	-2%	-$5.87K	0.03%	284
2024 Q1	$273K	Buy	1,490 +207	+16%	+$35.7K	0.03%	259
2023 Q4	$212K	Sell	1,283 -521	-29%	-$79.4K	0.03%	289
2023 Q3	$267K	Buy	+1,804	New	+$282K	0.04%	244
2019 Q3	–	Sell	-600	Closed	-$55K	–	124
2019 Q2	$55K	Buy	+600	New	+$51.4K	0.04%	198

Other funds holding AME

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Legacy Advisors's AME Position: Q3 2026 in Review

Legacy Advisors reduced its Ametek (AME) stake by 52% in Q3 2026, selling an estimated $265K and leaving 1,005 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #270.

Legacy Advisors first reported a position in AME in Q2 2019 and has held it in 11 quarters since. The position peaked at $508K in Q2 2026. 421 funds tracked by Wall St. Rank hold AME as of Q3 2026.

Legacy Advisors held 1,005 shares of Ametek worth $249K as of Q3 2026.
Legacy Advisors sold 1,096 Ametek shares in Q3 2026, an estimated $265K.
Ametek made up 0.02% of Legacy Advisors's portfolio in Q3 2026, its #270 holding.
Legacy Advisors first reported a position in Ametek in Q2 2019 and has held it in 11 quarters since.
Legacy Advisors's Ametek position peaked at $508K in Q2 2026.
421 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.