Creative Planning
AMTM

Creative Planning’s Amentum Holdings AMTM Stock Holding History

Creative 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
Q2 		$1.12M Sell
54,404
-10,376
-16% -$251K ﹤0.01% 2546
2026
Q1 		$1.69M Buy
64,780
+19,946
+44% +$626K ﹤0.01% 2043
2025
Q4 		$1.3M Buy
44,834
+8,721
+24% +$223K ﹤0.01% 2076
2025
Q3 		$865K Buy
36,113
+1,812
+5% +$44.1K ﹤0.01% 2250
2025
Q2 		$810K Buy
34,301
+15,114
+79% +$316K ﹤0.01% 2042
2025
Q1 		$349K Sell
19,187
-594
-3% -$12.1K ﹤0.01% 2615
2024
Q4 		$416K Sell
19,781
-11,488
-37% -$297K ﹤0.01% 2396
2024
Q3 		$1.01M Buy
+31,269
New +$891K ﹤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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Creative Planning's AMTM Position: Q2 2026 in Review

Creative Planning reduced its Amentum Holdings (AMTM) stake by 16% in Q2 2026, selling an estimated $251K and leaving 54,404 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Creative Planning first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q1 2026. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Creative Planning held 54,404 shares of Amentum Holdings worth $1.12M as of Q2 2026.
  • Creative Planning sold 10,376 Amentum Holdings shares in Q2 2026, an estimated $251K.
  • Amentum Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2546 holding.
  • Creative Planning first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
  • Creative Planning's Amentum Holdings position peaked at $1.69M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.