SYM Financial Corp’s Ametek AME Stock Holding History

SYM Financial Corp’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	$622K	Sell	2,902 -66	-2%	-$14.7K	0.06%	102
2025 Q4	$609K	Buy	2,968 +151	+5%	+$29.4K	0.06%	101
2025 Q3	$530K	Buy	+2,817	New	+$518K	0.06%	110

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

SYM Financial Corp's AME Position: Q1 2026 in Review

SYM Financial Corp reduced its Ametek (AME) stake by 2.2% in Q1 2026, selling an estimated $14.7K and leaving 2,902 shares worth $622K. The position accounts for 0.06% of the portfolio, ranked #102.

SYM Financial Corp first reported a position in AME in Q3 2025 and has held it in 3 quarters since. 1,152 funds tracked by Wall St. Rank hold AME as of Q1 2026.

SYM Financial Corp held 2,902 shares of Ametek worth $622K as of Q1 2026.
SYM Financial Corp sold 66 Ametek shares in Q1 2026, an estimated $14.7K.
Ametek made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #102 holding.
SYM Financial Corp first reported a position in Ametek in Q3 2025 and has held it in 3 quarters since.
1,152 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.