MFGM
AME icon

Marshall Financial Group (Maryland)’s Ametek AME Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-1,465
Closed -$264K – 235
2024
Q4 		$264K Sell
1,465
-5,449
-79% -$993K 0.06% 194
2024
Q3 		$1.19M Buy
6,914
+89
+1% +$14.9K 0.28% 92
2024
Q2 		$1.14M Buy
6,825
+165
+2% +$28.5K 0.32% 80
2024
Q1 		$1.22M Buy
6,660
+504
+8% +$86.8K 0.35% 74
2023
Q4 		$1.02M Buy
6,156
+132
+2% +$20.1K 0.33% 78
2023
Q3 		$890K Sell
6,024
-83
-1% -$13K 0.32% 77
2023
Q2 		$989K Buy
6,107
+85
+1% +$12.4K 0.34% 72
2023
Q1 		$875K Sell
6,022
-1,789
-23% -$254K 0.31% 82
2022
Q4 		$1.09M Buy
7,811
+44
+0.6% +$5.83K 0.42% 75
2022
Q3 		$881K Sell
7,767
-172
-2% -$20.6K 0.37% 81
2022
Q2 		$872K Buy
7,939
+5,880
+286% +$715K 0.35% 88
2022
Q1 		$274K Hold
2,059
– – 0.11% 178
2021
Q4 		$303K Sell
2,059
-3,470
-63% -$475K 0.11% 177
2021
Q3 		$686K Buy
5,529
+558
+11% +$75K 0.35% 105
2021
Q2 		$664K Buy
+4,971
New +$666K 0.36% 100

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s AME Position: Q1 2025 in Review

Marshall Financial Group (Maryland) sold out of Ametek (AME) in Q1 2025, closing a stake of 1,465 shares — an estimated $264K sold.

Marshall Financial Group (Maryland) first reported a position in AME in Q2 2021 and held it in 15 quarters. The position peaked at $1.22M in Q1 2024. 1,001 funds tracked by Wall St. Rank hold AME as of Q1 2025.

  • Marshall Financial Group (Maryland) reported no remaining Ametek position as of Q1 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,465 Ametek shares in Q1 2025, an estimated $264K.
  • Marshall Financial Group (Maryland) first reported a position in Ametek in Q2 2021 and held it in 15 quarters.
  • Marshall Financial Group (Maryland)'s Ametek position peaked at $1.22M in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held Ametek as of Q1 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2025, filed 16 Apr 2025.