Marshall & Sterling Wealth Advisors’s Ametek AME Stock Holding History

Marshall & Sterling 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	–	Sell	-177	Closed	-$33.3K	–	355
2025 Q3	$33.3K	Hold	177	–	–	0.02%	215
2025 Q2	$32K	Sell	177 -23	-12%	-$3.96K	0.02%	215
2025 Q1	$34.4K	Buy	+200	New	+$36.4K	0.02%	201

Other funds holding AME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AME Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Ametek (AME) in Q4 2025, closing a stake of 177 shares — an estimated $33.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in AME in Q1 2025 and held it in 3 quarters. The position peaked at $34.4K in Q1 2025. 1,127 funds tracked by Wall St. Rank hold AME as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Ametek position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 177 Ametek shares in Q4 2025, an estimated $33.3K.
Marshall & Sterling Wealth Advisors first reported a position in Ametek in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Ametek position peaked at $34.4K in Q1 2025.
1,127 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.