SHP Wealth Management’s Ametek AME Stock Holding History

SHP Wealth 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	$136K	Buy	633 +51	+9%	+$11.3K	0.01%	334
2025 Q4	$119K	Buy	+582	New	+$113K	0.01%	325

Other funds holding AME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $22.1B AUM 6.81% 1-Year Est. Return

SHP Wealth Management's AME Position: Q1 2026 in Review

SHP Wealth Management increased its Ametek (AME) stake by 8.8% in Q1 2026, buying an estimated $11.3K and bringing the position to 633 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #334.

SHP Wealth Management first reported a position in AME in Q4 2025 and has held it in 2 quarters since. 1,156 funds tracked by Wall St. Rank hold AME as of Q1 2026.

SHP Wealth Management held 633 shares of Ametek worth $136K as of Q1 2026.
SHP Wealth Management bought 51 Ametek shares in Q1 2026, an estimated $11.3K.
Ametek made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #334 holding.
SHP Wealth Management first reported a position in Ametek in Q4 2025 and has held it in 2 quarters since.
1,156 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.