MWA
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Medallion Wealth Advisors’s Ametek AME Stock Holding History

Medallion 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
2026
Q1 		$2.98M Hold
13,889
– – 0.97% 21
2025
Q4 		$2.85M Hold
13,889
– – 0.96% 21
2025
Q3 		$2.61M Hold
13,889
– – 0.93% 22
2025
Q2 		$2.54M Buy
13,889
+13,500
+3,470% +$2.32M 0.98% 18
2025
Q1 		$66.9K Hold
389
– – 0.03% 372
2024
Q4 		$70.1K Buy
+389
New +$70.9K 0.03% 356

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

Medallion Wealth Advisors's AME Position: Q1 2026 in Review

Medallion Wealth Advisors held its Ametek (AME) position steady in Q1 2026 at 13,889 shares worth $2.98M. The position accounts for 0.97% of the portfolio, ranked #21.

Medallion Wealth Advisors first reported a position in AME in Q4 2024 and has held it in 6 quarters since. 1,153 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Medallion Wealth Advisors held 13,889 shares of Ametek worth $2.98M as of Q1 2026.
  • Medallion Wealth Advisors left its Ametek share count unchanged in Q1 2026.
  • Ametek made up 0.97% of Medallion Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Medallion Wealth Advisors first reported a position in Ametek in Q4 2024 and has held it in 6 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.