Valued Wealth Advisors’s Ametek AME Stock Holding History

Valued Wealth Advisors’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	$1.51K	Sell	7 -6	-46%	-$1.33K	﹤0.01%	594
2025 Q4	$2.68K	Hold	13	–	–	﹤0.01%	381
2025 Q3	$2.46K	Hold	13	–	–	﹤0.01%	366
2025 Q2	$2.36K	Hold	13	–	–	﹤0.01%	366
2025 Q1	$2.25K	Hold	13	–	–	﹤0.01%	400
2024 Q4	$2.35K	Hold	13	–	–	﹤0.01%	391
2024 Q3	$2.24K	Buy	13 +6	+86%	+$1K	﹤0.01%	356
2024 Q2	$1.17K	Hold	7	–	–	﹤0.01%	427
2024 Q1	$1.29K	Hold	7	–	–	﹤0.01%	416
2023 Q4	$1.04K	Buy	+7	New	+$1.07K	﹤0.01%	377

Other funds holding AME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return