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Summit Financial’s Ametek AME Stock Holding History

Summit Financial’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 		$692K Buy
3,228
+172
+6% +$38.2K 0.01% 900
2025
Q4 		$627K Sell
3,056
-121
-4% -$23.5K 0.01% 811
2025
Q3 		$597K Sell
3,177
-149
-4% -$27.4K 0.01% 835
2025
Q2 		$602K Sell
3,326
-125
-4% -$21.5K 0.01% 533
2025
Q1 		$594K Buy
3,451
+89
+3% +$16.2K 0.02% 473
2024
Q4 		$606K Sell
3,362
-165
-5% -$30.1K 0.02% 414
2024
Q3 		$606K Buy
3,527
+1,809
+105% +$302K 0.02% 341
2024
Q2 		$286K Buy
+1,718
New +$297K 0.01% 424

Other funds holding AME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Summit Financial's AME Position: Q1 2026 in Review

Summit Financial increased its Ametek (AME) stake by 5.6% in Q1 2026, buying an estimated $38.2K and bringing the position to 3,228 shares worth $692K. The position accounts for 0.01% of the portfolio, ranked #900.

Summit Financial first reported a position in AME in Q2 2024 and has held it in 8 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Summit Financial held 3,228 shares of Ametek worth $692K as of Q1 2026.
  • Summit Financial bought 172 Ametek shares in Q1 2026, an estimated $38.2K.
  • Ametek made up 0.01% of Summit Financial's portfolio in Q1 2026, its #900 holding.
  • Summit Financial first reported a position in Ametek in Q2 2024 and has held it in 8 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.