Smith Salley Wealth Management’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 | $23.4M | Buy |
108,976
+1,033
| +1% | +$230K | 1.17% | 26 |
|
|
2025
Q4 | $22.2M | Sell |
107,943
-23,314
| -18% | -$4.54M | 1.1% | 28 |
|
|
2025
Q3 | $24.7M | Sell |
131,257
-1,324
| -1% | -$244K | 1.27% | 25 |
|
|
2025
Q2 | $24M | Buy |
132,581
+2,849
| +2% | +$490K | 1.39% | 20 |
|
|
2025
Q1 | $22.3M | Buy |
129,732
+1,004
| +0.8% | +$183K | 1.46% | 21 |
|
|
2024
Q4 | $23.2M | Buy |
128,728
+1,899
| +1% | +$346K | 1.49% | 17 |
|
|
2024
Q3 | $21.8M | Buy |
126,829
+1,118
| +0.9% | +$187K | 1.42% | 22 |
|
|
2024
Q2 | $21M | Buy |
125,711
+9,025
| +8% | +$1.56M | 1.5% | 17 |
|
|
2024
Q1 | $21.3M | Sell |
116,686
-35,181
| -23% | -$6.06M | 1.66% | 16 |
|
|
2023
Q4 | $25M | Buy |
151,867
+5,513
| +4% | +$840K | 1.62% | 17 |
|
|
2023
Q3 | $21.6M | Buy |
146,354
+6,354
| +5% | +$992K | 1.6% | 19 |
|
|
2023
Q2 | $22.7M | Buy |
140,000
+399
| +0.3% | +$58.3K | 1.67% | 17 |
|
|
2023
Q1 | $20.3M | Buy |
139,601
+2,836
| +2% | +$403K | 1.61% | 19 |
|
|
2022
Q4 | $19.1M | Buy |
136,765
+545
| +0.4% | +$72.2K | 1.63% | 19 |
|
|
2022
Q3 | $15.4M | Buy |
136,220
+1,638
| +1% | +$196K | 1.44% | 22 |
|
|
2022
Q2 | $14.8M | Buy |
134,582
+4,038
| +3% | +$491K | 1.28% | 29 |
|
|
2022
Q1 | $17.4M | Buy |
130,544
+1,453
| +1% | +$195K | 1.31% | 27 |
|
|
2021
Q4 | $19M | Sell |
129,091
-1,632
| -1% | -$223K | 1.34% | 21 |
|
|
2021
Q3 | $16.2M | Buy |
130,723
+1,210
| +0.9% | +$163K | 1.28% | 27 |
|
|
2021
Q2 | $17.3M | Buy |
129,513
+4,262
| +3% | +$571K | 1.4% | 22 |
|
|
2021
Q1 | $16M | Buy |
125,251
+6,220
| +5% | +$751K | 1.44% | 23 |
|
|
2020
Q4 | $14.4M | Buy |
119,031
+6,759
| +6% | +$761K | 1.46% | 22 |
|
|
2020
Q3 | $11.2M | Buy |
112,272
+954
| +0.9% | +$92.2K | 1.35% | 25 |
|
|
2020
Q2 | $9.95M | Buy |
111,318
+4,908
| +5% | +$412K | 1.33% | 29 |
|
|
2020
Q1 | $7.66M | Buy |
106,410
+2,225
| +2% | +$201K | 1.27% | 28 |
|
|
2019
Q4 | $10.4M | Sell |
104,185
-771
| -0.7% | -$73.1K | 1.37% | 26 |
|
|
2019
Q3 | $9.64M | Buy |
104,956
+4,762
| +5% | +$420K | 1.37% | 29 |
|
|
2019
Q2 | $9.1M | Buy |
100,194
+4,645
| +5% | +$398K | 1.37% | 30 |
|
|
2019
Q1 | $7.93M | Buy |
95,549
+3,927
| +4% | +$298K | 1.28% | 32 |
|
|
2018
Q4 | $6.2M | Buy |
91,622
+2,131
| +2% | +$153K | 1.14% | 32 |
|
|
2018
Q3 | $7.08M | Buy |
89,491
+4,512
| +5% | +$345K | 1.12% | 34 |
|
|
2018
Q2 | $6.13M | Buy |
84,979
+3,854
| +5% | +$286K | 1.05% | 37 |
|
|
2018
Q1 | $6.16M | Buy |
81,125
+2,864
| +4% | +$218K | 1.1% | 34 |
|
|
2017
Q4 | $5.67M | Buy |
78,261
+3,267
| +4% | +$228K | 1.02% | 34 |
|
|
2017
Q3 | $4.95M | Buy |
74,994
+832
| +1% | +$52.6K | 0.95% | 40 |
|
|
2017
Q2 | $4.49M | Buy |
74,162
+70,275
| +1,808% | +$4.14M | 0.9% | 41 |
|
|
2017
Q1 | $210K | Buy |
+3,887
| New | +$205K | 0.04% | 165 |
|
Other funds holding AME
VCM
VPM
Smith Salley Wealth Management's AME Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Ametek (AME) stake by 0.96% in Q1 2026, buying an estimated $230K and bringing the position to 108,976 shares worth $23.4M. The position accounts for 1.17% of the portfolio, ranked #26.
Smith Salley Wealth Management first reported a position in AME in Q1 2017 and has held it in 37 quarters since. The position peaked at $25M in Q4 2023. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.
- Smith Salley Wealth Management held 108,976 shares of Ametek worth $23.4M as of Q1 2026.
- Smith Salley Wealth Management bought 1,033 Ametek shares in Q1 2026, an estimated $230K.
- Ametek made up 1.17% of Smith Salley Wealth Management's portfolio in Q1 2026, its #26 holding.
- Smith Salley Wealth Management first reported a position in Ametek in Q1 2017 and has held it in 37 quarters since.
- Smith Salley Wealth Management's Ametek position peaked at $25M in Q4 2023.
- 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.