BAKER TILLY WEALTH MANAGEMENT, LLC

Position in AME — Ametek Inc/

CIK 1840565 MADISON, WI

Position in AME

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$387,829

+$16,344 QoQ

Shares Held

1,603

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#821

of 1,193 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,814,694 across 6 Specialty Industrial Machinery names. AME ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	11,304	$809,366
2	GEV	GE Vernova Inc.	546	$641,473
3	CMI	Cummins Inc	559	$398,684
4	AME	Ametek Inc/ This page	1,603	$387,829
5	DOV	DOVER Corp	1,654	$370,959
6	PH	Parker-Hannifin Corp	211	$206,383

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$387,829	1,603	-7.5%	Shares	Sole	2026-07-17
2026-03-31	$371,485	1,733	-0.3%	Shares	Sole	2026-04-10
2025-12-31	$356,828	1,738	+4.5%	Shares	Sole	2026-01-08
2025-09-30	$312,644	1,663	+3.9%	Shares	Sole	2025-10-09
2025-06-30	$289,536	1,600	-6.8%	Shares	Sole	2025-07-10
2025-03-31	$295,564	1,717	+2.3%	Shares	Sole	2025-04-09
2024-12-31	$302,656	1,679	+1.6%	Shares	Sole	2025-01-10
2024-09-30	$283,664	1,652	-2.4%	Shares	Sole	2024-10-24
2024-03-31	$309,649	1,693	+14.7%	Shares	Sole	2024-05-09
2023-12-31	$243,377	1,476	-2.4%	Shares	Sole	2024-01-10
2023-09-30	$223,560	1,513	-47.3%	Shares	Sole	2023-10-10
2023-06-30	$464,433	2,869	-5.5%	Shares	Sole	2023-07-20
2023-03-31	$441,076	3,035	+37.9%	Shares	Sole	2023-04-12
2022-12-31	$307,523	2,201	+16.4%	Shares	Sole	2023-01-26
2022-09-30	$214,458	1,891	+4.6%	Shares	Sole	2022-10-20
2021-12-31	$265,701	1,807	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.