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Marks Group Wealth Management’s Ametek AME Stock Holding History

Marks Group Wealth Management’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 		$7.31M Sell
34,086
-7,714
-18% -$1.71M 0.7% 39
2025
Q4 		$8.58M Sell
41,800
-5,235
-11% -$1.02M 0.82% 28
2025
Q3 		$8.84M Sell
47,035
-1,515
-3% -$279K 0.82% 37
2025
Q2 		$8.79M Buy
48,550
+68
+0.1% +$11.7K 0.82% 48
2025
Q1 		$8.35M Buy
48,482
+817
+2% +$149K 0.8% 50
2024
Q4 		$8.59M Sell
47,665
-1,835
-4% -$334K 0.85% 42
2024
Q3 		$8.5M Buy
49,500
+2,069
+4% +$345K 0.81% 52
2024
Q2 		$7.91M Buy
47,431
+163
+0.3% +$28.2K 0.83% 48
2024
Q1 		$8.65M Sell
47,268
-462
-1% -$79.6K 0.9% 33
2023
Q4 		$7.87M Sell
47,730
-509
-1% -$77.6K 0.9% 29
2023
Q3 		$7.13M Sell
48,239
-367
-0.8% -$57.3K 0.88% 33
2023
Q2 		$7.87M Sell
48,606
-34
-0.1% -$4.97K 0.94% 21
2023
Q1 		$7.07M Sell
48,640
-126
-0.3% -$17.9K 0.9% 30
2022
Q4 		$6.81M Sell
48,766
-400
-0.8% -$53K 0.93% 21
2022
Q3 		$5.58M Buy
49,166
+1,393
+3% +$167K 0.85% 44
2022
Q2 		$5.25M Buy
47,773
+1,602
+3% +$195K 0.76% 64
2022
Q1 		$6.15M Buy
46,171
+3,514
+8% +$472K 0.77% 46
2021
Q4 		$6.26M Sell
42,657
-163
-0.4% -$22.3K 0.76% 49
2021
Q3 		$5.3M Buy
42,820
+145
+0.3% +$19.5K 0.72% 59
2021
Q2 		$5.69M Sell
42,675
-244
-0.6% -$32.7K 0.78% 45
2021
Q1 		$5.48M Buy
42,919
+13,692
+47% +$1.65M 0.81% 42
2020
Q4 		$3.54M Sell
29,227
-564
-2% -$63.5K 0.55% 82
2020
Q3 		$2.96M Buy
+29,791
New +$2.88M 0.53% 81

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

Marks Group Wealth Management's AME Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Ametek (AME) stake by 18% in Q1 2026, selling an estimated $1.71M and leaving 34,086 shares worth $7.31M. The position accounts for 0.7% of the portfolio, ranked #39.

Marks Group Wealth Management first reported a position in AME in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.84M in Q3 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Marks Group Wealth Management held 34,086 shares of Ametek worth $7.31M as of Q1 2026.
  • Marks Group Wealth Management sold 7,714 Ametek shares in Q1 2026, an estimated $1.71M.
  • Ametek made up 0.7% of Marks Group Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Marks Group Wealth Management first reported a position in Ametek in Q3 2020 and has held it in 23 quarters since.
  • Marks Group Wealth Management's Ametek position peaked at $8.84M in Q3 2025.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.