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Waverly Advisors’s Ametek AME Stock Holding History

Waverly 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 		$4.76M Buy
22,192
+487
+2% +$108K 0.04% 416
2025
Q4 		$4.46M Buy
21,705
+19,652
+957% +$3.82M 0.04% 398
2025
Q3 		$386K Buy
2,053
+705
+52% +$130K ﹤0.01% 946
2025
Q2 		$244K Buy
+1,348
New +$232K ﹤0.01% 1051

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

Waverly Advisors's AME Position: Q1 2026 in Review

Waverly Advisors increased its Ametek (AME) stake by 2.2% in Q1 2026, buying an estimated $108K and bringing the position to 22,192 shares worth $4.76M. The position accounts for 0.04% of the portfolio, ranked #416.

Waverly Advisors first reported a position in AME in Q2 2025 and has held it in 4 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Waverly Advisors held 22,192 shares of Ametek worth $4.76M as of Q1 2026.
  • Waverly Advisors bought 487 Ametek shares in Q1 2026, an estimated $108K.
  • Ametek made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #416 holding.
  • Waverly Advisors first reported a position in Ametek in Q2 2025 and has held it in 4 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.