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Superior Planning, LLC’s Amentum Holdings AMTM Stock Holding History

Superior Planning, LLC’s Portfolio AMTM Stock Details AMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.94K Buy
+107
New +$2.24K ﹤0.01% 1568

Other funds holding AMTM

American Securities
American Securities New York $2.69B AUM 8.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's AMTM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Amentum Holdings (AMTM) in Q3 2026: 107 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings.

299 funds tracked by Wall St. Rank hold AMTM as of Q3 2026.

  • Superior Planning, LLC held 107 shares of Amentum Holdings worth $1.94K as of Q3 2026.
  • Amentum Holdings was a new Superior Planning, LLC position in Q3 2026.
  • Amentum Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1568 holding.
  • 299 funds tracked by Wall St. Rank held Amentum Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.