API
AMTM

Asset Planning Inc’s Amentum Holdings AMTM Stock Holding History

Asset Planning Inc’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 		$37.1K Hold
1,793
– – 0.02% 177
2026
Q1 		$46.8K Hold
1,793
– – 0.03% 154
2025
Q4 		$52K Hold
1,793
– – 0.04% 143
2025
Q3 		$42.9K Hold
1,793
– – 0.03% 156
2025
Q2 		$42.3K Buy
1,793
+103
+6% +$2.15K 0.03% 157
2025
Q1 		$30.8K Hold
1,690
– – 0.02% 180
2024
Q4 		$35.5K Buy
+1,690
New +$43.7K 0.03% 174

Other funds holding AMTM

AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
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

Asset Planning Inc's AMTM Position: Q2 2026 in Review

Asset Planning Inc held its Amentum Holdings (AMTM) position steady in Q2 2026 at 1,793 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #177.

Asset Planning Inc first reported a position in AMTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $52K in Q4 2025. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Asset Planning Inc held 1,793 shares of Amentum Holdings worth $37.1K as of Q2 2026.
  • Asset Planning Inc left its Amentum Holdings share count unchanged in Q2 2026.
  • Amentum Holdings made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #177 holding.
  • Asset Planning Inc first reported a position in Amentum Holdings in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Amentum Holdings position peaked at $52K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.