Shelton Capital Management’s Ametek AME Stock Holding History

Shelton Capital Management’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	$261K	Sell	1,219 -60	-5%	-$13.3K	0.01%	565
2025 Q4	$263K	Hold	1,279	–	–	0.01%	544
2025 Q3	$240K	Hold	1,279	–	–	0.01%	591
2025 Q2	$231K	Sell	1,279 -28	-2%	-$4.82K	0.01%	607
2025 Q1	$225K	Sell	1,307 -58	-4%	-$10.5K	0.01%	610
2024 Q4	$246K	Hold	1,365	–	–	0.01%	589
2024 Q3	$234K	Hold	1,365	–	–	0.01%	637
2024 Q2	$228K	Hold	1,365	–	–	0.01%	627
2024 Q1	$250K	Hold	1,365	–	–	0.01%	616
2023 Q4	$225K	Sell	1,365 -137	-9%	-$20.9K	0.01%	633
2023 Q3	$222K	Hold	1,502	–	–	0.01%	607
2023 Q2	$243K	Hold	1,502	–	–	0.01%	603
2023 Q1	$218K	Hold	1,502	–	–	0.01%	642
2022 Q4	$210K	Buy	+1,502	New	+$199K	0.02%	627
2022 Q2	–	Sell	-1,502	Closed	-$200K	–	718
2022 Q1	$200K	Hold	1,502	–	–	0.01%	784
2021 Q4	$221K	Buy	+1,502	New	+$205K	0.01%	736
2021 Q3	–	Sell	-1,502	Closed	-$201K	–	807
2021 Q2	$201K	Buy	+1,502	New	+$201K	0.01%	802
2013 Q4	–	Sell	-27,124	Closed	-$1.25M	–	751
2013 Q3	$1.25M	Hold	27,124	–	–	0.21%	98
2013 Q2	$1.15M	Buy	+27,124	New	+$1.13M	0.21%	100

Other funds holding AME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Shelton Capital Management's AME Position: Q1 2026 in Review

Shelton Capital Management reduced its Ametek (AME) stake by 4.7% in Q1 2026, selling an estimated $13.3K and leaving 1,219 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #565.

Shelton Capital Management first reported a position in AME in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.25M in Q3 2013. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Shelton Capital Management held 1,219 shares of Ametek worth $261K as of Q1 2026.
Shelton Capital Management sold 60 Ametek shares in Q1 2026, an estimated $13.3K.
Ametek made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #565 holding.
Shelton Capital Management first reported a position in Ametek in Q2 2013 and has held it in 19 quarters since.
Shelton Capital Management's Ametek position peaked at $1.25M in Q3 2013.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.