WBI Investments’s Ametek AME Stock Holding History

WBI Investments’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 Q4	–	Sell	-8,042	Closed	-$1.51M	–	312
2025 Q3	$1.51M	Buy	8,042 +5,099	+173%	+$938K	0.39%	64
2025 Q2	$532K	Buy	+2,943	New	+$506K	0.14%	174
2024 Q4	–	Sell	-4,330	Closed	-$744K	–	206
2024 Q3	$744K	Buy	+4,330	New	+$723K	0.18%	135
2021 Q3	–	Sell	-7,420	Closed	-$991K	–	185
2021 Q2	$991K	Buy	+7,420	New	+$994K	0.15%	105
2018 Q4	–	Sell	-82,857	Closed	-$6.56M	–	93
2018 Q3	$6.56M	Sell	82,857 -32,391	-28%	-$2.48M	0.36%	57
2018 Q2	$8.32M	Buy	115,248 +71,458	+163%	+$5.29M	0.44%	53
2018 Q1	$3.33M	Buy	+43,790	New	+$3.33M	0.17%	79
2014 Q4	–	Sell	-76,890	Closed	-$3.86M	–	185
2014 Q3	$3.86M	Buy	+76,890	New	+$3.99M	0.11%	109

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments's AME Position: Q4 2025 in Review

WBI Investments sold out of Ametek (AME) in Q4 2025, closing a stake of 8,042 shares — an estimated $1.51M sold.

WBI Investments first reported a position in AME in Q3 2014 and held it in 8 quarters. The position peaked at $8.32M in Q2 2018. 1,127 funds tracked by Wall St. Rank hold AME as of Q4 2025.

WBI Investments reported no remaining Ametek position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 8,042 Ametek shares in Q4 2025, an estimated $1.51M.
WBI Investments first reported a position in Ametek in Q3 2014 and held it in 8 quarters.
WBI Investments's Ametek position peaked at $8.32M in Q2 2018.
1,127 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.