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B. Riley Wealth Advisors’s Ametek AME Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-1,229
Closed -$252K – 908
2025
Q4 		$252K Sell
1,229
-216
-15% -$42K 0.01% 772
2025
Q3 		$272K Sell
1,445
-365
-20% -$67.2K 0.01% 760
2025
Q2 		$328K Buy
1,810
+82
+5% +$14.1K 0.02% 673
2025
Q1 		$297K Buy
1,728
+601
+53% +$109K 0.01% 972
2024
Q4 		$203K Sell
1,127
-662
-37% -$121K 0.01% 1037
2024
Q3 		$305K Sell
1,789
-93
-5% -$15.5K 0.01% 943
2024
Q2 		$314K Sell
1,882
-37
-2% -$6.39K 0.01% 1015
2024
Q1 		$284K Buy
1,919
+573
+43% +$98.7K 0.01% 1065
2023
Q4 		$222K Sell
1,346
-573
-30% -$87.4K 0.01% 1204
2023
Q3 		$284K Buy
1,919
+85
+5% +$13.3K 0.01% 1065
2023
Q2 		$297K Buy
1,834
+343
+23% +$50.1K 0.01% 1128
2023
Q1 		$217K Sell
1,491
-114
-7% -$16.2K 0.01% 1254
2022
Q4 		$224K Buy
+1,605
New +$213K 0.01% 1195
2019
Q4 		– Sell
-8,912
Closed -$819K – 839
2019
Q3 		$819K Buy
8,912
+1,404
+19% +$124K 0.08% 262
2019
Q2 		$682K Buy
7,508
+2,974
+66% +$255K 0.07% 278
2019
Q1 		$377K Buy
+4,534
New +$345K 0.05% 421
2014
Q3 		– Sell
-111
Closed -$5.8K – 709
2014
Q2 		$5.8K Buy
+111
New +$5.83K ﹤0.01% 1988

Other funds holding AME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

B. Riley Wealth Advisors's AME Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Ametek (AME) in Q1 2026, closing a stake of 1,229 shares — an estimated $252K sold.

B. Riley Wealth Advisors first reported a position in AME in Q2 2014 and held it in 17 quarters. The position peaked at $819K in Q3 2019. 1,158 funds tracked by Wall St. Rank hold AME as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Ametek position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,229 Ametek shares in Q1 2026, an estimated $252K.
  • B. Riley Wealth Advisors first reported a position in Ametek in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Ametek position peaked at $819K in Q3 2019.
  • 1,158 funds tracked by Wall St. Rank held Ametek as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.