Level Four Advisory Services’s Ametek AME Stock Holding History

Level Four Advisory Services’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	$535K	Buy	2,496 +98	+4%	+$21.8K	0.02%	573
2025 Q4	$492K	Sell	2,398 -126	-5%	-$24.5K	0.02%	575
2025 Q3	$475K	Buy	2,524 +13	+0.5%	+$2.39K	0.02%	571
2025 Q2	$454K	Buy	2,511 +97	+4%	+$16.7K	0.02%	541
2025 Q1	$416K	Sell	2,414 -210	-8%	-$38.2K	0.02%	544
2024 Q4	$473K	Buy	2,624 +80	+3%	+$14.6K	0.02%	507
2024 Q3	$466K	Buy	2,544 +38	+2%	+$6.34K	0.02%	525
2024 Q2	$418K	Buy	2,506 +121	+5%	+$20.9K	0.02%	522
2024 Q1	$393K	Hold	2,385	–	–	0.02%	539
2023 Q4	$393K	Buy	2,385 +5	+0.2%	+$762	0.02%	535
2023 Q3	$352K	Hold	2,380	–	–	0.02%	542
2023 Q2	$385K	Sell	2,380 -42	-2%	-$6.13K	0.02%	549
2023 Q1	$352K	Buy	+2,422	New	+$344K	0.02%	545
2021 Q3	–	Sell	-2,869	Closed	-$383K	–	467
2021 Q2	$383K	Buy	+2,869	New	+$384K	0.03%	472
2020 Q3	–	Sell	-2,237	Closed	-$201K	–	544
2020 Q2	$201K	Buy	+2,237	New	+$188K	0.02%	537

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

Level Four Advisory Services's AME Position: Q1 2026 in Review

Level Four Advisory Services increased its Ametek (AME) stake by 4.1% in Q1 2026, buying an estimated $21.8K and bringing the position to 2,496 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #573.

Level Four Advisory Services first reported a position in AME in Q2 2020 and has held it in 15 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Level Four Advisory Services held 2,496 shares of Ametek worth $535K as of Q1 2026.
Level Four Advisory Services bought 98 Ametek shares in Q1 2026, an estimated $21.8K.
Ametek made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #573 holding.
Level Four Advisory Services first reported a position in Ametek in Q2 2020 and has held it in 15 quarters since.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.