Clifford Swan Investment Counsel’s Amentum Holdings AMTM Stock Holding History

Clifford Swan Investment Counsel’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	$362K	Sell	17,495 -1,719	-9%	-$41.6K	0.01%	258
2026 Q1	$501K	Sell	19,214 -140	-0.7%	-$4.39K	0.02%	214
2025 Q4	$561K	Sell	19,354 -8,718	-31%	-$223K	0.02%	215
2025 Q3	$672K	Sell	28,072 -504	-2%	-$12.3K	0.02%	203
2025 Q2	$675K	Sell	28,576 -54	-0.2%	-$1.13K	0.02%	196
2025 Q1	$521K	Sell	28,630 -800	-3%	-$16.3K	0.02%	214
2024 Q4	$619K	Sell	29,430 -26,120	-47%	-$675K	0.02%	204
2024 Q3	$1.79M	Buy	+55,550	New	+$1.58M	0.06%	152

Other funds holding AMTM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Clifford Swan Investment Counsel's AMTM Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Amentum Holdings (AMTM) stake by 8.9% in Q2 2026, selling an estimated $41.6K and leaving 17,495 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #258.

Clifford Swan Investment Counsel first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q3 2024. 460 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

Clifford Swan Investment Counsel held 17,495 shares of Amentum Holdings worth $362K as of Q2 2026.
Clifford Swan Investment Counsel sold 1,719 Amentum Holdings shares in Q2 2026, an estimated $41.6K.
Amentum Holdings made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #258 holding.
Clifford Swan Investment Counsel first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
Clifford Swan Investment Counsel's Amentum Holdings position peaked at $1.79M in Q3 2024.
460 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.