CFP
AMTM

Comprehensive Financial Planning’s Amentum Holdings AMTM Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-8,830
Closed -$256K – 443
2025
Q4 		$256K Buy
+8,830
New +$226K 0.17% 96

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

Comprehensive Financial Planning's AMTM Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Amentum Holdings (AMTM) in Q1 2026, closing a stake of 8,830 shares — an estimated $256K sold.

Comprehensive Financial Planning first reported a position in AMTM in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 487 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Amentum Holdings position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 8,830 Amentum Holdings shares in Q1 2026, an estimated $256K.
  • Comprehensive Financial Planning first reported a position in Amentum Holdings in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Amentum Holdings position peaked at $256K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.