AWM
AMTM

AE Wealth Management’s Amentum Holdings AMTM Stock Holding History

AE Wealth Management’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
Q2 		$215K Buy
10,379
+1,139
+12% +$27.5K ﹤0.01% 1679
2026
Q1 		$241K Buy
+9,240
New +$290K ﹤0.01% 1509

Other funds holding AMTM

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
TCA
Troluce Capital Advisors Dorado, Puerto Rico $971M AUM 2.27% 1-Year Est. Return

AE Wealth Management's AMTM Position: Q2 2026 in Review

AE Wealth Management increased its Amentum Holdings (AMTM) stake by 12% in Q2 2026, buying an estimated $27.5K and bringing the position to 10,379 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

AE Wealth Management first reported a position in AMTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $241K in Q1 2026. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • AE Wealth Management held 10,379 shares of Amentum Holdings worth $215K as of Q2 2026.
  • AE Wealth Management bought 1,139 Amentum Holdings shares in Q2 2026, an estimated $27.5K.
  • Amentum Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1679 holding.
  • AE Wealth Management first reported a position in Amentum Holdings in Q1 2026 and has held it in 2 quarters since.
  • AE Wealth Management's Amentum Holdings position peaked at $241K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.