Whalen Wealth Management’s Ametek AME Stock Holding History

Whalen Wealth Management’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	-1,502	Closed	-$282K	–	191
2025 Q3	$282K	Buy	+1,502	New	+$276K	0.16%	142
2024 Q2	–	Sell	-2,674	Closed	-$489K	–	103
2024 Q1	$489K	Buy	+2,674	New	+$461K	0.36%	48

Other funds holding AME

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whalen Wealth Management's AME Position: Q4 2025 in Review

Whalen Wealth Management sold out of Ametek (AME) in Q4 2025, closing a stake of 1,502 shares — an estimated $282K sold.

Whalen Wealth Management first reported a position in AME in Q1 2024 and held it in 2 quarters. The position peaked at $489K in Q1 2024. 1,127 funds tracked by Wall St. Rank hold AME as of Q4 2025.

Whalen Wealth Management reported no remaining Ametek position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 1,502 Ametek shares in Q4 2025, an estimated $282K.
Whalen Wealth Management first reported a position in Ametek in Q1 2024 and held it in 2 quarters.
Whalen Wealth Management's Ametek position peaked at $489K in Q1 2024.
1,127 funds tracked by Wall St. Rank held Ametek as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.