CTWM
AMTM

Cherry Tree Wealth Management’s Amentum Holdings AMTM Stock Holding History

Cherry Tree Wealth 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
2025
Q2 		– Sell
-75
Closed -$1.36K – 769
2025
Q1 		$1.36K Hold
75
– – ﹤0.01% 662
2024
Q4 		$1.58K Hold
75
– – ﹤0.01% 551
2024
Q3 		$2.42K Buy
+75
New +$2.14K ﹤0.01% 524

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cherry Tree Wealth Management's AMTM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Amentum Holdings (AMTM) in Q2 2025, closing a stake of 75 shares — an estimated $1.36K sold.

Cherry Tree Wealth Management first reported a position in AMTM in Q3 2024 and held it in 3 quarters. The position peaked at $2.42K in Q3 2024. 460 funds tracked by Wall St. Rank hold AMTM as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Amentum Holdings position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 75 Amentum Holdings shares in Q2 2025, an estimated $1.36K.
  • Cherry Tree Wealth Management first reported a position in Amentum Holdings in Q3 2024 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Amentum Holdings position peaked at $2.42K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.