Position in AME
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$996,550
+$99,240 QoQ
Shares Held
4,119
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#648
of 1,197 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. AME ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
94,662 | $6,777,799 | |
| 2 | GEV |
GE Vernova Inc.
|
1,979 | $2,325,047 | |
| 3 | CMI |
Cummins Inc
|
2,814 | $2,006,972 | |
| 4 | ROK |
Rockwell Automation, Inc
|
3,516 | $1,740,701 | |
| 5 | PH |
Parker-Hannifin Corp
|
1,365 | $1,335,133 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,898 | $1,054,292 | |
| 7 | AME |
Ametek Inc/
This page
|
4,119 | $996,550 | |
| 8 | EMR |
Emerson Electric Co
|
4,728 | $676,813 |
All Filings in AME
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,550 | 4,119 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $897,310 | 4,186 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $658,634 | 3,208 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $624,160 | 3,320 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $600,787 | 3,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $571,504 | 3,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $598,463 | 3,320 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $570,077 | 3,320 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $612,659 | 3,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $672,157 | 3,675 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $548,094 | 3,324 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $501,201 | 3,392 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $554,277 | 3,424 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $499,499 | 3,437 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $480,217 | 3,437 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $381,511 | 3,364 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $219,670 | 1,999 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $237,726 | 1,785 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $262,613 | 1,786 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $220,365 | 1,777 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $224,814 | 1,684 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $215,097 | 1,684 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||