Sowell Financial Services’s Ametek AME Stock Holding History

Sowell Financial Services’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	$325K	Sell	1,516 -171	-10%	-$38K	0.01%	809
2025 Q4	$346K	Buy	1,687 +240	+17%	+$46.7K	0.01%	766
2025 Q3	$272K	Sell	1,447 -182	-11%	-$33.5K	0.01%	850
2025 Q2	$295K	Sell	1,629 -74	-4%	-$12.7K	0.01%	795
2025 Q1	$293K	Buy	+1,703	New	+$310K	0.01%	778
2021 Q2	–	Sell	-59	Closed	-$8K	–	601
2021 Q1	$8K	Buy	59 +5	+9%	+$604	﹤0.01%	2388
2020 Q4	$7K	Sell	54 -10	-16%	-$1.13K	﹤0.01%	2145
2020 Q3	$6K	Sell	64 -1	-2%	-$97	﹤0.01%	1933
2020 Q2	$6K	Buy	65 +11	+20%	+$923	﹤0.01%	1828
2020 Q1	$4K	Sell	54 -1,197	-96%	-$108K	﹤0.01%	1863
2019 Q4	$125K	Buy	1,251 +25	+2%	+$2.37K	0.01%	841
2019 Q3	$113K	Buy	+1,226	New	+$108K	0.01%	790

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

Sowell Financial Services's AME Position: Q1 2026 in Review

Sowell Financial Services reduced its Ametek (AME) stake by 10% in Q1 2026, selling an estimated $38K and leaving 1,516 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #809.

Sowell Financial Services first reported a position in AME in Q3 2019 and has held it in 12 quarters since. The position peaked at $346K in Q4 2025. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

Sowell Financial Services held 1,516 shares of Ametek worth $325K as of Q1 2026.
Sowell Financial Services sold 171 Ametek shares in Q1 2026, an estimated $38K.
Ametek made up 0.01% of Sowell Financial Services's portfolio in Q1 2026, its #809 holding.
Sowell Financial Services first reported a position in Ametek in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's Ametek position peaked at $346K in Q4 2025.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.