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Pinnacle Wealth Planning Services’s Ametek AME Stock Holding History

Pinnacle Wealth Planning Services’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 		$394K Buy
1,840
+37
+2% +$8.22K 0.04% 263
2025
Q4 		$370K Buy
1,803
+287
+19% +$55.8K 0.04% 272
2025
Q3 		$285K Buy
1,516
+155
+11% +$28.5K 0.03% 337
2025
Q2 		$246K Sell
1,361
-571
-30% -$98.2K 0.03% 357
2025
Q1 		$333K Buy
1,932
+119
+7% +$21.6K 0.05% 234
2024
Q4 		$327K Buy
1,813
+29
+2% +$5.28K 0.05% 235
2024
Q3 		$306K Sell
1,784
-34
-2% -$5.67K 0.04% 297
2024
Q2 		$303K Buy
1,818
+1
+0.1% +$173 0.04% 290
2024
Q1 		$332K Hold
1,817
– – 0.05% 269
2023
Q4 		$300K Sell
1,817
-1
-0.1% -$152 0.05% 273
2023
Q3 		$269K Sell
1,818
-2
-0.1% -$312 0.04% 278
2023
Q2 		$295K Hold
1,820
– – 0.05% 263
2023
Q1 		$265K Sell
1,820
-21
-1% -$2.98K 0.04% 298
2022
Q4 		$257K Buy
1,841
+38
+2% +$5.04K 0.05% 294
2022
Q3 		$204K Buy
+1,803
New +$216K 0.04% 328
2022
Q2 		– Sell
-1,579
Closed -$210K – 425
2022
Q1 		$210K Buy
+1,579
New +$212K 0.04% 367
2021
Q1 		– Sell
-1,105
Closed -$133K – 411
2020
Q4 		$133K Buy
+1,105
New +$124K 0.03% 375

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

Pinnacle Wealth Planning Services's AME Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ametek (AME) stake by 2.1% in Q1 2026, buying an estimated $8.22K and bringing the position to 1,840 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #263.

Pinnacle Wealth Planning Services first reported a position in AME in Q4 2020 and has held it in 17 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,840 shares of Ametek worth $394K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 37 Ametek shares in Q1 2026, an estimated $8.22K.
  • Ametek made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #263 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ametek in Q4 2020 and has held it in 17 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.