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Wellspring Financial Advisors’s Ametek AME Stock Holding History

Wellspring Financial 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 		$225K Buy
+1,048
New +$233K 0.02% 253

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

Wellspring Financial Advisors's AME Position: Q1 2026 in Review

Wellspring Financial Advisors opened a new position in Ametek (AME) in Q1 2026: 1,048 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings.

1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Wellspring Financial Advisors held 1,048 shares of Ametek worth $225K as of Q1 2026.
  • Ametek was a new Wellspring Financial Advisors position in Q1 2026.
  • Ametek made up 0.02% of Wellspring Financial Advisors's portfolio in Q1 2026, its #253 holding.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

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