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Wallace Advisory Group’s Ametek AME Stock Holding History

Wallace Advisory Group’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
2025
Q3 		– Sell
-1,656
Closed -$285K – 169
2025
Q2 		$285K Buy
1,656
+221
+15% +$38K 0.21% 140
2025
Q1 		$259K Buy
1,435
+64
+5% +$11.6K 0.18% 153
2024
Q4 		$235K Buy
1,371
+75
+6% +$13.7K 0.16% 157
2024
Q3 		$216K Sell
1,296
-75
-5% -$12.5K 0.16% 164
2024
Q2 		$229K Buy
+1,371
New +$237K 0.16% 159

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Wallace Advisory Group's AME Position: Q3 2025 in Review

Wallace Advisory Group sold out of Ametek (AME) in Q3 2025, closing a stake of 1,656 shares — an estimated $285K sold.

Wallace Advisory Group first reported a position in AME in Q2 2024 and held it in 5 quarters. The position peaked at $285K in Q2 2025. 1,034 funds tracked by Wall St. Rank hold AME as of Q3 2025.

  • Wallace Advisory Group reported no remaining Ametek position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,656 Ametek shares in Q3 2025, an estimated $285K.
  • Wallace Advisory Group first reported a position in Ametek in Q2 2024 and held it in 5 quarters.
  • Wallace Advisory Group's Ametek position peaked at $285K in Q2 2025.
  • 1,034 funds tracked by Wall St. Rank held Ametek as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.