BGAI
AMTM

Bruce G. Allen Investments’s Amentum Holdings AMTM Stock Holding History

Bruce G. Allen Investments’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
Q1 		$1.56K Buy
60
+20
+50% +$628 ﹤0.01% 730
2025
Q4 		$1.16K Hold
40
– – ﹤0.01% 800
2025
Q3 		$958 Hold
40
– – ﹤0.01% 834
2025
Q2 		$944 Buy
+40
New +$836 ﹤0.01% 839
2025
Q1 		– Sell
-30
Closed -$631 – 1143
2024
Q4 		$631 Buy
+30
New +$775 ﹤0.01% 911

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bruce G. Allen Investments's AMTM Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Amentum Holdings (AMTM) stake by 50% in Q1 2026, buying an estimated $628 and bringing the position to 60 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Bruce G. Allen Investments first reported a position in AMTM in Q4 2024 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Bruce G. Allen Investments held 60 shares of Amentum Holdings worth $1.56K as of Q1 2026.
  • Bruce G. Allen Investments bought 20 Amentum Holdings shares in Q1 2026, an estimated $628.
  • Amentum Holdings made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #730 holding.
  • Bruce G. Allen Investments first reported a position in Amentum Holdings in Q4 2024 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.