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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's AME Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Ametek (AME) stake by 7.5% in Q2 2026, selling an estimated $29.9K and leaving 1,603 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #194.

Baker Tilly Wealth Management first reported a position in AME in Q4 2021 and has held it in 16 quarters since. The position peaked at $464K in Q2 2023. 1,196 funds tracked by Wall St. Rank hold AME as of Q2 2026.

Baker Tilly Wealth Management held 1,603 shares of Ametek worth $388K as of Q2 2026.
Baker Tilly Wealth Management sold 130 Ametek shares in Q2 2026, an estimated $29.9K.
Ametek made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #194 holding.
Baker Tilly Wealth Management first reported a position in Ametek in Q4 2021 and has held it in 16 quarters since.
Baker Tilly Wealth Management's Ametek position peaked at $464K in Q2 2023.
1,196 funds tracked by Wall St. Rank held Ametek as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.