MWM
AME icon

Mascoma Wealth Management’s Ametek AME Stock Holding History

Mascoma 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
Q2 		$726 Hold
3
– – ﹤0.01% 529
2026
Q1 		$643 Buy
+3
New +$667 ﹤0.01% 489
2024
Q3 		– Sell
-247
Closed -$41.2K – 458
2024
Q2 		$41.2K Hold
247
– – 0.01% 208
2024
Q1 		$45.2K Hold
247
– – 0.01% 191
2023
Q4 		$40.7K Hold
247
– – 0.01% 203
2023
Q3 		$36.5K Buy
+247
New +$38.6K 0.01% 217

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's AME Position: Q2 2026 in Review

Mascoma Wealth Management held its Ametek (AME) position steady in Q2 2026 at 3 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Mascoma Wealth Management first reported a position in AME in Q3 2023 and has held it in 6 quarters since. The position peaked at $45.2K in Q1 2024. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Mascoma Wealth Management held 3 shares of Ametek worth $726 as of Q2 2026.
  • Mascoma Wealth Management left its Ametek share count unchanged in Q2 2026.
  • Ametek made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Mascoma Wealth Management first reported a position in Ametek in Q3 2023 and has held it in 6 quarters since.
  • Mascoma Wealth Management's Ametek position peaked at $45.2K in Q1 2024.
  • 1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.