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PDS Planning’s Ametek AME Stock Holding History

PDS Planning’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 		$351K Sell
1,637
-51
-3% -$11.3K 0.02% 354
2025
Q4 		$347K Buy
1,688
+268
+19% +$52.1K 0.02% 341
2025
Q3 		$267K Buy
1,420
+13
+0.9% +$2.39K 0.02% 412
2025
Q2 		$255K Sell
1,407
-130
-8% -$22.4K 0.02% 401
2025
Q1 		$265K Buy
1,537
+209
+16% +$38K 0.02% 358
2024
Q4 		$239K Sell
1,328
-48
-3% -$8.74K 0.02% 356
2024
Q3 		$236K Buy
1,376
+8
+0.6% +$1.33K 0.02% 368
2024
Q2 		$228K Sell
1,368
-32
-2% -$5.53K 0.02% 333
2024
Q1 		$256K Sell
1,400
-111
-7% -$19.1K 0.03% 297
2023
Q4 		$249K Sell
1,511
-50
-3% -$7.62K 0.03% 278
2023
Q3 		$231K Buy
1,561
+32
+2% +$5K 0.03% 268
2023
Q2 		$248K Buy
+1,529
New +$223K 0.03% 251

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

PDS Planning's AME Position: Q1 2026 in Review

PDS Planning reduced its Ametek (AME) stake by 3% in Q1 2026, selling an estimated $11.3K and leaving 1,637 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #354.

PDS Planning first reported a position in AME in Q2 2023 and has held it in 12 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • PDS Planning held 1,637 shares of Ametek worth $351K as of Q1 2026.
  • PDS Planning sold 51 Ametek shares in Q1 2026, an estimated $11.3K.
  • Ametek made up 0.02% of PDS Planning's portfolio in Q1 2026, its #354 holding.
  • PDS Planning first reported a position in Ametek in Q2 2023 and has held it in 12 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.