AF
AMTM

Allworth Financial’s Amentum Holdings AMTM Stock Holding History

Allworth Financial’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 		$203K Sell
9,805
-199
-2% -$4.81K ﹤0.01% 1479
2026
Q1 		$261K Buy
10,004
+156
+2% +$4.89K ﹤0.01% 1247
2025
Q4 		$286K Sell
9,848
-206
-2% -$5.27K ﹤0.01% 1168
2025
Q3 		$241K Sell
10,054
-202
-2% -$4.92K ﹤0.01% 1203
2025
Q2 		$242K Buy
10,256
+1,990
+24% +$41.6K ﹤0.01% 1101
2025
Q1 		$179K Buy
8,266
+1,133
+16% +$23.1K ﹤0.01% 988
2024
Q4 		$165K Buy
7,133
+2,795
+64% +$72.2K ﹤0.01% 1023
2024
Q3 		$140K Buy
+4,338
New +$124K ﹤0.01% 935

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

Allworth Financial's AMTM Position: Q2 2026 in Review

Allworth Financial reduced its Amentum Holdings (AMTM) stake by 2% in Q2 2026, selling an estimated $4.81K and leaving 9,805 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Allworth Financial first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $286K in Q4 2025. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Allworth Financial held 9,805 shares of Amentum Holdings worth $203K as of Q2 2026.
  • Allworth Financial sold 199 Amentum Holdings shares in Q2 2026, an estimated $4.81K.
  • Amentum Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1479 holding.
  • Allworth Financial first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
  • Allworth Financial's Amentum Holdings position peaked at $286K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.