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Baker Tilly Wealth Management’s Ametek AME Stock Holding History

Baker Tilly 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 		$357K Sell
1,439
-164
-10% -$39.6K 0.07% 202
2026
Q2 		$388K Sell
1,603
-130
-8% -$29.9K 0.08% 194
2026
Q1 		$372K Sell
1,733
-5
-0.3% -$1.11K 0.09% 190
2025
Q4 		$357K Buy
1,738
+75
+5% +$14.6K 0.09% 196
2025
Q3 		$313K Buy
1,663
+63
+4% +$11.6K 0.07% 209
2025
Q2 		$290K Sell
1,600
-117
-7% -$20.1K 0.1% 187
2025
Q1 		$296K Buy
1,717
+38
+2% +$6.91K 0.12% 188
2024
Q4 		$303K Buy
1,679
+27
+2% +$4.92K 0.12% 186
2024
Q3 		$284K Buy
+1,652
New +$276K 0.13% 187
2024
Q2 		– Sell
-1,693
Closed -$310K – 284
2024
Q1 		$310K Buy
1,693
+217
+15% +$37.4K 0.06% 337
2023
Q4 		$243K Sell
1,476
-37
-2% -$5.64K 0.04% 418
2023
Q3 		$224K Sell
1,513
-1,356
-47% -$212K 0.04% 420
2023
Q2 		$464K Sell
2,869
-166
-5% -$24.2K 0.05% 357
2023
Q1 		$441K Buy
3,035
+834
+38% +$119K 0.05% 366
2022
Q4 		$308K Buy
2,201
+310
+16% +$41.1K 0.04% 430
2022
Q3 		$214K Buy
+1,891
New +$227K 0.03% 465
2022
Q1 		– Sell
-1,807
Closed -$266K – 520
2021
Q4 		$266K Buy
+1,807
New +$247K 0.03% 452

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

Baker Tilly Wealth Management's AME Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Ametek (AME) stake by 10% in Q3 2026, selling an estimated $39.6K and leaving 1,439 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #202.

Baker Tilly Wealth Management first reported a position in AME in Q4 2021 and has held it in 17 quarters since. The position peaked at $464K in Q2 2023. 64 funds tracked by Wall St. Rank hold AME as of Q3 2026.

  • Baker Tilly Wealth Management held 1,439 shares of Ametek worth $357K as of Q3 2026.
  • Baker Tilly Wealth Management sold 164 Ametek shares in Q3 2026, an estimated $39.6K.
  • Ametek made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Baker Tilly Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Ametek position peaked at $464K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Ametek as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.