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
Q2 		$3.36M Sell
13,875
-14
-0.1% -$3.23K 1.06% 19
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 $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

Medallion Wealth Advisors's AME Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Ametek (AME) stake by 0.1% in Q2 2026, selling an estimated $3.23K and leaving 13,875 shares worth $3.36M. The position accounts for 1.06% of the portfolio, ranked #19.

Medallion Wealth Advisors first reported a position in AME in Q4 2024 and has held it in 7 quarters since. 1,199 funds tracked by Wall St. Rank hold AME as of Q2 2026.

  • Medallion Wealth Advisors held 13,875 shares of Ametek worth $3.36M as of Q2 2026.
  • Medallion Wealth Advisors sold 14 Ametek shares in Q2 2026, an estimated $3.23K.
  • Ametek made up 1.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Medallion Wealth Advisors first reported a position in Ametek in Q4 2024 and has held it in 7 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.