SMA
AME icon

Sage Mountain Advisors’s Ametek AME Stock Holding History

Sage Mountain 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 		– Sell
-1,519
Closed -$312K – 299
2025
Q4 		$312K Buy
+1,519
New +$296K 0.02% 379
2025
Q2 		– Sell
-1,608
Closed -$277K – 498
2025
Q1 		$277K Sell
1,608
-156
-9% -$28.4K 0.02% 317
2024
Q4 		$318K Buy
1,764
+256
+17% +$46.6K 0.02% 282
2024
Q3 		$259K Buy
+1,508
New +$252K 0.02% 318

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VPM
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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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