MYIA
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Mount Yale Investment Advisors’s Ametek AME Stock Holding History

Mount Yale Investment 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 		$397K Buy
1,852
+808
+77% +$180K 0.01% 790
2025
Q4 		$214K Buy
+1,044
New +$203K 0.01% 683
2025
Q3 		– Sell
-29
Closed -$5.25K – 713
2025
Q2 		$5.25K Buy
+29
New +$4.99K ﹤0.01% 1231
2022
Q3 		– Sell
-3,700
Closed -$407K – 447
2022
Q2 		$407K Sell
3,700
-78
-2% -$9.48K 0.05% 310
2022
Q1 		$503K Buy
3,778
+39
+1% +$5.24K 0.05% 302
2021
Q4 		$550K Buy
+3,739
New +$512K 0.06% 283

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

Mount Yale Investment Advisors's AME Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Ametek (AME) stake by 77% in Q1 2026, buying an estimated $180K and bringing the position to 1,852 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #790.

Mount Yale Investment Advisors first reported a position in AME in Q4 2021 and has held it in 6 quarters since. The position peaked at $550K in Q4 2021. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Mount Yale Investment Advisors held 1,852 shares of Ametek worth $397K as of Q1 2026.
  • Mount Yale Investment Advisors bought 808 Ametek shares in Q1 2026, an estimated $180K.
  • Ametek made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #790 holding.
  • Mount Yale Investment Advisors first reported a position in Ametek in Q4 2021 and has held it in 6 quarters since.
  • Mount Yale Investment Advisors's Ametek position peaked at $550K in Q4 2021.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.