Crestwood Advisors Group, LLC

Position in AME — Ametek Inc/

CIK 1426853 BOSTON, MA

Position in AME

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,102,700

+$285,999 QoQ

Shares Held

8,691

+2.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#530

of 1,197 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $88,613,816 across 18 Specialty Industrial Machinery names. AME ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	364,612	$43,100,784
2	GEV	GE Vernova Inc.	11,468	$13,473,294
3	ETN	Eaton Corp plc	16,074	$6,849,452
4	EMR	Emerson Electric Co	47,364	$6,780,156
5	PH	Parker-Hannifin Corp	6,609	$6,464,394
6	CMI	Cummins Inc	3,208	$2,287,977
7	AME	Ametek Inc/ This page	8,691	$2,102,700
8	IR	Ingersoll Rand Inc.	17,896	$1,467,293

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,102,700	8,691	+2.5%	Shares	Sole	2026-08-03
2026-03-31	$1,816,701	8,475	+2.6%	Shares	Sole	2026-05-05
2025-12-31	$1,696,476	8,263	+1.3%	Shares	Sole	2026-02-03
2025-09-30	$1,532,952	8,154	+2.3%	Shares	Sole	2025-11-07
2025-06-30	$1,441,889	7,968	-5.4%	Shares	Sole	2025-08-05
2025-03-31	$1,449,590	8,421	+3.9%	Shares	Sole	2025-05-05
2024-12-31	$1,461,187	8,106	+5.2%	Shares	Sole	2025-02-04
2024-09-30	$1,323,368	7,707	+2.8%	Shares	Sole	2024-10-30
2024-06-30	$1,249,658	7,496	+6.4%	Shares	Sole	2024-08-01
2024-03-31	$1,288,164	7,043	+0.9%	Shares	Sole	2024-05-08
2023-12-31	$1,151,426	6,983	-0.3%	Shares	Sole	2024-02-13
2023-09-30	$1,035,058	7,005	-3.4%	Shares	Sole	2023-11-15
2023-06-30	$1,173,468	7,249	+0.2%	Shares	Sole	2023-08-15
2023-03-31	$1,051,607	7,236	-3.3%	Shares	Sole	2023-05-12
2022-12-31	$1,045,943	7,486	-3.3%	Shares	Sole	2023-02-14
2022-09-30	$878,360	7,745	0.0%	Shares	Sole	2022-10-26
2022-06-30	$851,098	7,745	-10.6%	Shares	Sole	2022-07-07
2022-03-31	$1,154,271	8,667	-5.4%	Shares	Sole	2022-04-12
2021-12-31	$1,347,621	9,165	+281.9%	Shares	Sole	2022-02-15
2021-09-30	$297,624	2,400	0.0%	Shares	Sole	2021-11-03
2021-06-30	$320,400	2,400	-26.3%	Shares	Sole	2021-08-13
2021-03-31	$415,888	3,256	-21.1%	Shares	Sole	2021-04-21
2020-12-31	$498,877	4,125	+37.5%	Shares	Sole	2021-02-09
2020-09-30	$298,200	3,000	-20.0%	Shares	Sole	2020-10-06
2020-06-30	$335,137	3,750	0.0%	Shares	Sole	2020-08-14
2020-03-31	$270,075	3,750	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.