Position in AME
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,273,510
+$355,632 QoQ
Shares Held
9,397
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 1,193 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AME Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $79,551,196 across 28 Specialty Industrial Machinery names. AME ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
15,830 | $18,598,033 | |
| 2 | ETN |
Eaton Corp plc
|
29,416 | $12,534,745 | |
| 3 | PH |
Parker-Hannifin Corp
|
10,423 | $10,194,944 | |
| 4 | CMI |
Cummins Inc
|
10,266 | $7,321,813 | |
| 5 | ITW |
Illinois Tool Works Inc
|
25,155 | $6,803,672 | |
| 6 | EMR |
Emerson Electric Co
|
30,002 | $4,294,786 | |
| 7 | DOV |
DOVER Corp
|
13,270 | $2,976,195 | |
| 8 | AME |
Ametek Inc/
This page
|
9,397 | $2,273,510 |
All Filings in AME
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,273,510 | 9,397 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,917,878 | 8,947 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,612,710 | 7,855 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,373,904 | 7,308 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $914,390 | 5,053 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,356,118 | 7,878 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $955,378 | 5,300 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $955,737 | 5,566 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $815,378 | 4,891 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $890,357 | 4,868 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $783,722 | 4,753 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $744,710 | 5,040 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $754,522 | 4,661 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $634,801 | 4,368 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $581,235 | 4,160 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $383,439 | 3,381 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $289,340 | 2,633 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $356,789 | 2,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $561,692 | 3,820 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||