Long Run Wealth Advisors’s Ametek AME Stock Holding History

Long Run Wealth 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
2025 Q4	$844K	Sell	4,112 -95	-2%	-$18.5K	0.16%	68
2025 Q3	$791K	Sell	4,207 -1	-0%	-$184	0.16%	68
2025 Q2	$761K	Buy	4,208 +7	+0.2%	+$1.2K	0.16%	68
2025 Q1	$723K	Sell	4,201 -135	-3%	-$24.5K	0.16%	71
2024 Q4	$782K	Buy	4,336 +6	+0.1%	+$1.09K	0.19%	68
2024 Q3	$743K	Sell	4,330 -181	-4%	-$30.2K	0.18%	69
2024 Q2	$752K	Sell	4,511 -85	-2%	-$14.7K	0.19%	69
2024 Q1	$841K	Hold	4,596	–	–	0.22%	68
2023 Q4	$758K	Buy	4,596 +337	+8%	+$51.4K	0.22%	68
2023 Q3	$629K	Hold	4,259	–	–	0.2%	68
2023 Q2	$689K	Sell	4,259 -291	-6%	-$42.5K	0.22%	70
2023 Q1	$661K	Sell	4,550 -40	-0.9%	-$5.69K	0.23%	69
2022 Q4	$641K	Hold	4,590	–	–	0.23%	73
2022 Q3	$521K	Hold	4,590	–	–	0.21%	73
2022 Q2	$504K	Hold	4,590	–	–	0.2%	72
2022 Q1	$611K	Sell	4,590 -110	-2%	-$14.8K	0.21%	72
2021 Q4	$691K	Buy	+4,700	New	+$643K	0.24%	73

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Long Run Wealth Advisors's AME Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Ametek (AME) stake by 2.3% in Q4 2025, selling an estimated $18.5K and leaving 4,112 shares worth $844K. The position accounts for 0.16% of the portfolio, ranked #68.

Long Run Wealth Advisors first reported a position in AME in Q4 2021 and has held it in 17 quarters since. 1,126 funds tracked by Wall St. Rank hold AME as of Q4 2025.

Long Run Wealth Advisors held 4,112 shares of Ametek worth $844K as of Q4 2025.
Long Run Wealth Advisors sold 95 Ametek shares in Q4 2025, an estimated $18.5K.
Ametek made up 0.16% of Long Run Wealth Advisors's portfolio in Q4 2025, its #68 holding.
Long Run Wealth Advisors first reported a position in Ametek in Q4 2021 and has held it in 17 quarters since.
1,126 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.