Crestwood Advisors Group’s Amentum Holdings AMTM Stock Holding History

Crestwood Advisors Group’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	$1.1M	Sell	53,002 -3,815	-7%	-$92.3K	0.02%	303
2026 Q1	$1.48M	Sell	56,817 -3,122	-5%	-$98K	0.02%	259
2025 Q4	$1.74M	Sell	59,939 -17,593	-23%	-$450K	0.03%	226
2025 Q3	$1.86M	Sell	77,532 -4,242	-5%	-$103K	0.03%	222
2025 Q2	$1.93M	Buy	81,774 +1,215	+2%	+$25.4K	0.03%	213
2025 Q1	$1.47M	Sell	80,559 -12,963	-14%	-$264K	0.03%	228
2024 Q4	$1.97M	Buy	93,522 +13,451	+17%	+$348K	0.04%	190
2024 Q3	$2.58M	Buy	+80,071	New	+$2.28M	0.05%	166

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

Crestwood Advisors Group's AMTM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Amentum Holdings (AMTM) stake by 6.7% in Q2 2026, selling an estimated $92.3K and leaving 53,002 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #303.

Crestwood Advisors Group first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.58M in Q3 2024. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

Crestwood Advisors Group held 53,002 shares of Amentum Holdings worth $1.1M as of Q2 2026.
Crestwood Advisors Group sold 3,815 Amentum Holdings shares in Q2 2026, an estimated $92.3K.
Amentum Holdings made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #303 holding.
Crestwood Advisors Group first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
Crestwood Advisors Group's Amentum Holdings position peaked at $2.58M in Q3 2024.
462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.