AME Ametek Inc New

Ownership history in Perigon Wealth Management, LLC  ·  48 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported Ametek Inc New (AME) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows AME at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in Ametek Inc New, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AME was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held AME — position size vs. price
% of Fund (quarterly)    AME price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 14,844 -302 -2.0% 0.06% $3.2M 2026-04-10 $234.91
2025 Q4 ADDED 15,146 +99 +0.7% 0.06% $3.1M 2026-01-16 $215.31
2025 Q3 ADDED 15,047 +701 +4.9% 0.06% $2.8M 2025-10-17 $184.89
2025 Q2 REDUCED 14,346 -130 -0.9% 0.06% $2.6M 2025-07-16 $176.21
2025 Q1 ADDED 14,476 +6 +0.0% 0.06% $2.5M 2025-04-23 $161.14
2024 Q4 ADDED 14,470 +118 +0.8% 0.06% $2.6M 2025-01-22 $187.14
2024 Q3 ADDED 14,352 +104 +0.7% 0.07% $2.5M 2024-10-16 $168.07
2024 Q2 ADDED 14,248 +36 +0.3% 0.07% $2.4M 2024-08-02 $151.01
2024 Q1 REDUCED 14,212 -484 -3.3% 0.08% $2.6M 2024-04-29 $175.39
2023 Q4 REDUCED 14,696 -23 -0.2% 0.08% $2.4M 2024-01-29 $162.94
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Perigon Wealth Management, LLC and AME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning AME?

Perigon Wealth Management, LLC reported AME across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AME position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AME was 0.08% in 2023 Q4.

What is the latest reported AME position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 14,844 shares, equal to 0.06% of portfolio, with an estimated market value of $3.2M.

What does the chart on this AME ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly AME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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