Mission Wealth Management’s Ametek AME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$268K Buy
1,248
+13
+1% +$2.89K 0.01% 638
2025
Q4
$254K Buy
1,235
+36
+3% +$7K 0.01% 643
2025
Q3
$225K Sell
1,199
-40
-3% -$7.36K ﹤0.01% 652
2025
Q2
$224K Sell
1,239
-48
-4% -$8.26K ﹤0.01% 640
2025
Q1
$222K Sell
1,287
-3
-0.2% -$545 0.01% 620
2024
Q4
$233K Buy
1,290
+22
+2% +$4.01K 0.01% 593
2024
Q3
$218K Sell
1,268
-983
-44% -$164K 0.01% 617
2024
Q2
$375K Buy
+2,251
New +$389K 0.01% 481

Other funds holding AME

Mission Wealth Management's AME Position: Q1 2026 in Review

Mission Wealth Management increased its Ametek (AME) stake by 1.1% in Q1 2026, buying an estimated $2.89K and bringing the position to 1,248 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #638.

Mission Wealth Management first reported a position in AME in Q2 2024 and has held it in 8 quarters since. The position peaked at $375K in Q2 2024. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Mission Wealth Management held 1,248 shares of Ametek worth $268K as of Q1 2026.
  • Mission Wealth Management bought 13 Ametek shares in Q1 2026, an estimated $2.89K.
  • Ametek made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #638 holding.
  • Mission Wealth Management first reported a position in Ametek in Q2 2024 and has held it in 8 quarters since.
  • Mission Wealth Management's Ametek position peaked at $375K in Q2 2024.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.