TwinBeech Capital’s Ametek AME Stock Holding History

TwinBeech Capital’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	$10.1M	Buy	+47,121	New	+$10.5M	1.05%	2
2025 Q4	–	Sell	-2,320	Closed	-$436K	–	580
2025 Q3	$436K	Sell	2,320 -25,603	-92%	-$4.71M	0.02%	409
2025 Q2	$5.05M	Buy	27,923 +18,236	+188%	+$3.14M	0.11%	203
2025 Q1	$1.67M	Sell	9,687 -16,646	-63%	-$3.03M	0.03%	415
2024 Q4	$4.75M	Sell	26,333 -59,455	-69%	-$10.8M	0.08%	227
2024 Q3	$14.7M	Buy	+85,788	New	+$14.3M	0.28%	101
2024 Q2	–	Sell	-95,939	Closed	-$17.5M	–	516
2024 Q1	$17.5M	Buy	+95,939	New	+$16.5M	0.36%	79
2022 Q3	–	Sell	-106,797	Closed	-$11.7M	–	605
2022 Q2	$11.7M	Buy	+106,797	New	+$13M	0.53%	53
2021 Q4	–	Sell	-7,725	Closed	-$958K	–	547
2021 Q3	$958K	Buy	+7,725	New	+$1.04M	0.07%	333

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

TwinBeech Capital's AME Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Ametek (AME) in Q1 2026: 47,121 shares worth $10.1M. The stake represents 1.05% of the portfolio and ranks #2 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in AME as recently as Q3 2025.

TwinBeech Capital first reported a position in AME in Q3 2021 and has held it in 9 quarters since. The position peaked at $17.5M in Q1 2024. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

TwinBeech Capital held 47,121 shares of Ametek worth $10.1M as of Q1 2026.
Ametek was a new TwinBeech Capital position in Q1 2026.
Ametek made up 1.05% of TwinBeech Capital's portfolio in Q1 2026, its #2 holding.
TwinBeech Capital first reported a position in Ametek in Q3 2021 and has held it in 9 quarters since.
TwinBeech Capital's Ametek position peaked at $17.5M in Q1 2024.
1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.