Annex Advisory Services’s Ametek AME Stock Holding History

Annex Advisory Services’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 Q3	$986K	Buy	3,980 +6	+0.2%	+$1.45K	0.02%	207
2026 Q2	$961K	Sell	3,974 -285	-7%	-$65.7K	0.02%	197
2026 Q1	$913K	Sell	4,259 -205	-5%	-$45.6K	0.02%	197
2025 Q4	$917K	Buy	4,464 +25	+0.6%	+$4.86K	0.02%	188
2025 Q3	$835K	Sell	4,439 -248	-5%	-$45.6K	0.02%	173
2025 Q2	$848K	Sell	4,687 -254	-5%	-$43.7K	0.02%	173
2025 Q1	$851K	Hold	4,941	–	–	0.02%	172
2024 Q4	$891K	Sell	4,941 -59	-1%	-$10.7K	0.03%	172
2024 Q3	$859K	Hold	5,000	–	–	0.03%	156
2024 Q2	$834K	Buy	+5,000	New	+$864K	0.03%	146

Other funds holding AME

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Annex Advisory Services's AME Position: Q3 2026 in Review

Annex Advisory Services increased its Ametek (AME) stake by 0.15% in Q3 2026, buying an estimated $1.45K and bringing the position to 3,980 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #207.

Annex Advisory Services first reported a position in AME in Q2 2024 and has held it in 10 quarters since. 302 funds tracked by Wall St. Rank hold AME as of Q3 2026.

Annex Advisory Services held 3,980 shares of Ametek worth $986K as of Q3 2026.
Annex Advisory Services bought 6 Ametek shares in Q3 2026, an estimated $1.45K.
Ametek made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #207 holding.
Annex Advisory Services first reported a position in Ametek in Q2 2024 and has held it in 10 quarters since.
302 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.