Carson Wealth (CWM LLC)
AMTM

Carson Wealth (CWM LLC)’s Amentum Holdings AMTM Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.11M Sell
42,637
-1,977
-4% -$62K ﹤0.01% 1480
2025
Q4 		$1.29M Buy
44,614
+29,068
+187% +$743K ﹤0.01% 1361
2025
Q3 		$372K Sell
15,546
-1,936
-11% -$47.1K ﹤0.01% 1965
2025
Q2 		$413K Buy
17,482
+13,148
+303% +$275K ﹤0.01% 1682
2025
Q1 		$79K Sell
4,334
-1,044
-19% -$21.3K ﹤0.01% 2622
2024
Q4 		$113K Sell
5,378
-4,568
-46% -$118K ﹤0.01% 2209
2024
Q3 		$321K Buy
+9,946
New +$283K ﹤0.01% 1502

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMTM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Amentum Holdings (AMTM) stake by 4.4% in Q1 2026, selling an estimated $62K and leaving 42,637 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Carson Wealth (CWM LLC) first reported a position in AMTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 487 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 42,637 shares of Amentum Holdings worth $1.11M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,977 Amentum Holdings shares in Q1 2026, an estimated $62K.
  • Amentum Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1480 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amentum Holdings in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Amentum Holdings position peaked at $1.29M in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.