CIM
AMTM

Caldwell Investment Management’s Amentum Holdings AMTM Stock Holding History

Caldwell Investment 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
Q1 		$294K Hold
11,669
– – 0.12% 57
2025
Q4 		$342K Buy
+11,669
New +$298K 0.21% 29
2025
Q2 		– Sell
-11,000
Closed -$198K – 33
2025
Q1 		$198K Hold
11,000
– – 0.15% 31
2024
Q4 		$245K Hold
11,000
– – 0.17% 34
2024
Q3 		$282K Buy
+11,000
New +$313K 0.2% 32

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

Caldwell Investment Management's AMTM Position: Q1 2026 in Review

Caldwell Investment Management held its Amentum Holdings (AMTM) position steady in Q1 2026 at 11,669 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #57.

Caldwell Investment Management first reported a position in AMTM in Q3 2024 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 486 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Caldwell Investment Management held 11,669 shares of Amentum Holdings worth $294K as of Q1 2026.
  • Caldwell Investment Management left its Amentum Holdings share count unchanged in Q1 2026.
  • Amentum Holdings made up 0.12% of Caldwell Investment Management's portfolio in Q1 2026, its #57 holding.
  • Caldwell Investment Management first reported a position in Amentum Holdings in Q3 2024 and has held it in 5 quarters since.
  • Caldwell Investment Management's Amentum Holdings position peaked at $342K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.