Aprio Wealth Management
AME icon

Aprio Wealth Management’s Ametek AME Stock Holding History

Aprio 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
2026
Q3 		$342K Buy
1,382
+82
+6% +$19.8K 0.02% 487
2026
Q2 		$315K Buy
1,300
+17
+1% +$3.92K 0.02% 496
2026
Q1 		$275K Buy
1,283
+127
+11% +$28.2K 0.02% 508
2025
Q4 		$237K Buy
+1,156
New +$225K 0.01% 487

Other funds holding AME

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Aprio Wealth Management's AME Position: Q3 2026 in Review

Aprio Wealth Management increased its Ametek (AME) stake by 6.3% in Q3 2026, buying an estimated $19.8K and bringing the position to 1,382 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #487.

Aprio Wealth Management first reported a position in AME in Q4 2025 and has held it in 4 quarters since. 866 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Aprio Wealth Management held 1,382 shares of Ametek worth $342K as of Q3 2026.
  • Aprio Wealth Management bought 82 Ametek shares in Q3 2026, an estimated $19.8K.
  • Ametek made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #487 holding.
  • Aprio Wealth Management first reported a position in Ametek in Q4 2025 and has held it in 4 quarters since.
  • 866 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.