AMETEK, Inc.
MX ˙ BMV ˙ US0311001004
SecurityMX:AME / AMETEK, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership10,504 shares
Latest Disclosed Value $ 2,251,638
CWM Advisors, LLC reports 559.38% increase in ownership of AME / AMETEK, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 10,504 shares of AMETEK, Inc. (MX:AME) valued at $2,251,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,593 shares of AMETEK, Inc.. This represents a change in shares of 559.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 AMETEK COM 031100100 10,504 8,911 559.38 2,252 588.38 0.4517
2026-04-23 2026-03-31 13F AMETEK COM 031100100 1,579 -14 338 0.0279
2026-02-17 2025-12-31 13F AMETEK COM 031100100 1,593 -52 -3.16 327 5.83 0.0294
2025-10-15 2025-09-30 13F AMETEK COM 031100100 1,645 84 5.38 309 9.57 0.0301
2025-07-24 2025-06-30 13F AMETEK COM 031100100 1,561 -265 -14.51 282 -10.19 0.0308
2025-06-03 2025-03-31 13F AMETEK COM 031100100 1,826 -5,366 -74.61 314 -75.77 0.0374
2025-01-17 2024-12-31 13F AMETEK COM 031100100 7,192 338 4.93 1,296 10.20 0.1451
2024-10-10 2024-09-30 13F AMETEK COM 031100100 6,854 11 0.16 1,177 3.16 0.1204
2024-08-12 2024-06-30 13F AMETEK COM 031100100 6,843 4,426 183.12 1,141 157.92 0.1315
2024-05-07 2024-03-31 13F AMETEK COM 031100100 2,417 -279 -10.35 442 -0.45 0.0452
2024-02-12 2023-12-31 13F AMETEK COM 031100100 2,696 231 9.37 445 21.98 0.0489
2023-10-26 2023-09-30 13F AMETEK COM 031100100 2,465 20 0.82 364 -7.85 0.0465
2023-07-31 2023-06-30 13F AMETEK COM 031100100 2,445 -481 -16.44 396 -7.06 0.0479
2023-04-24 2023-03-31 13F AMETEK COM 031100100 2,926 88 3.10 425 7.32 0.0541
2023-01-26 2022-12-31 13F AMETEK COM 031100100 2,838 -117 -3.96 397 18.21 0.0510
2022-11-07 2022-09-30 13F AMETEK COM 031100100 2,955 -195 -6.19 335 -3.18 0.0473
2022-08-10 2022-06-30 13F AMETEK COM 031100100 3,150 128 4.24 346 -13.93 0.0459
2022-04-21 2022-03-31 13F AMETEK COM 031100100 3,022 -37 -1.21 402 -10.67 0.0465
2022-02-14 2021-12-31 13F/A-1 AMETEK COM 031100100 3,059 79 2.65 450 21.62 0.0516
2021-11-09 2021-09-30 13F AMETEK COM 031100100 2,980 -16,741 -84.89 370 -85.95 0.0468
2021-08-10 2021-06-30 13F AMETEK COM 031100100 19,721 1,339 7.28 2,633 12.14 0.3465
2021-04-30 2021-03-31 13F AMETEK COM 031100100 18,382 5,786 45.94 2,348 54.17 0.3601
2021-02-12 2020-12-31 13F AMETEK COM 031100100 12,596 1,189 10.42 1,523 34.30 0.3368
2020-11-16 2020-09-30 13F AMETEK COM 031100100 11,407 -1,659 -12.70 1,134 -2.91 0.3120
2020-08-12 2020-06-30 13F AMETEK COM 031100100 13,066 3,160 31.90 1,168 63.81 0.4034
2020-05-08 2020-03-31 13F AMETEK COM 031100100 9,906 -1,321 -11.77 713 -36.34 0.2848
2020-01-24 2019-12-31 13F AMETEK INC COM 031100100 11,227 -72 -0.64 1,120 8.00 0.4016
2019-11-13 2019-09-30 13F AMETEK INC COM 031100100 11,299 1,775 18.64 1,037 19.88 0.3954
2019-07-16 2019-06-30 13F AMETEK INC COM 031100100 9,524 398 4.36 865 14.27 0.3638
2019-05-16 2019-03-31 13F AMETEK INC COM 031100100 9,126 1,913 26.52 757 55.12 0.3515
2019-02-21 2018-12-31 13F/A-1 AMETEK INC COM 031100100 7,213 727 11.21 488 -4.87 0.3281
2019-02-01 2018-12-31 13F AMETEK INC COM 031100100 3,335 -3,148 226
2019-02-21 2018-09-30 13F/A-1 AMETEK INC COM 031100100 6,486 716 12.41 513 23.32 0.3161
2018-11-07 2018-09-30 13F AMETEK INC COM 031100100 6,483 6,483 513
2019-02-21 2018-06-30 13F/A-1 AMETEK INC COM 031100100 5,770 2,632 83.88 416 74.79 0.2957
2019-02-22 2018-03-31 13F/A-1 AMETEK INC COM 031100100 3,138 637 25.47 238 31.49 0.2425
2019-02-21 2017-12-31 13F/A-1 AMETEK INC COM 031100100 2,501 2,501 181 0.1539
2018-02-15 2017-12-31 13F Ametek COM 031100100 11 1 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.