BRWA
AME icon

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
Q3 		$324K Buy
+1,307
New +$316K 0.01% 722
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

B. Riley Wealth Advisors's AME Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Ametek (AME) in Q3 2026: 1,307 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in AME as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in AME in Q2 2014 and has held it in 18 quarters since. The position peaked at $819K in Q3 2019. 80 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • B. Riley Wealth Advisors held 1,307 shares of Ametek worth $324K as of Q3 2026.
  • Ametek was a new B. Riley Wealth Advisors position in Q3 2026.
  • Ametek made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #722 holding.
  • B. Riley Wealth Advisors first reported a position in Ametek in Q2 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Ametek position peaked at $819K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.