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
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 $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's AMTM Position: Q1 2026 in Review

Creative Planning increased its Amentum Holdings (AMTM) stake by 44% in Q1 2026, buying an estimated $626K and bringing the position to 64,780 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Creative Planning first reported a position in AMTM in Q3 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Creative Planning held 64,780 shares of Amentum Holdings worth $1.69M as of Q1 2026.
  • Creative Planning bought 19,946 Amentum Holdings shares in Q1 2026, an estimated $626K.
  • Amentum Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2043 holding.
  • Creative Planning first reported a position in Amentum Holdings in Q3 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.