WFAG
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Wescott Financial Advisory Group’s Ametek AME Stock Holding History

Wescott Financial 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
2026
Q1 		$1.17M Buy
5,477
+11
+0.2% +$2.44K 0.1% 87
2025
Q4 		$1.12M Buy
+5,466
New +$1.06M 0.1% 93

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

Wescott Financial Advisory Group's AME Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Ametek (AME) stake by 0.2% in Q1 2026, buying an estimated $2.44K and bringing the position to 5,477 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #87.

Wescott Financial Advisory Group first reported a position in AME in Q4 2025 and has held it in 2 quarters since. 1,151 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • Wescott Financial Advisory Group held 5,477 shares of Ametek worth $1.17M as of Q1 2026.
  • Wescott Financial Advisory Group bought 11 Ametek shares in Q1 2026, an estimated $2.44K.
  • Ametek made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #87 holding.
  • Wescott Financial Advisory Group first reported a position in Ametek in Q4 2025 and has held it in 2 quarters since.
  • 1,151 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.