Poinciana Advisors Group’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
$277K Hold
1,292
0.22% 86
2025
Q4
$265K Sell
1,292
-13
-1% -$2.53K 0.21% 92
2025
Q3
$245K Hold
1,305
0.21% 94
2025
Q2
$236K Buy
+1,305
New +$225K 0.21% 100

Other funds holding AME

Poinciana Advisors Group's AME Position: Q1 2026 in Review

Poinciana Advisors Group held its Ametek (AME) position steady in Q1 2026 at 1,292 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #86.

Poinciana Advisors Group first reported a position in AME in Q2 2025 and has held it in 4 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Poinciana Advisors Group held 1,292 shares of Ametek worth $277K as of Q1 2026.
  • Poinciana Advisors Group left its Ametek share count unchanged in Q1 2026.
  • Ametek made up 0.22% of Poinciana Advisors Group's portfolio in Q1 2026, its #86 holding.
  • Poinciana Advisors Group first reported a position in Ametek in Q2 2025 and has held it in 4 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.