CX Institutional’s Amentum Holdings AMTM Stock Holding History

CX Institutional’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	$159K	Sell	7,694 -202	-3%	-$4.89K	﹤0.01%	784
2026 Q1	$206K	Sell	7,896 -44	-0.6%	-$1.38K	0.01%	710
2025 Q4	$230K	Sell	7,940 -135	-2%	-$3.45K	0.01%	664
2025 Q3	$193K	Sell	8,075 -141	-2%	-$3.43K	0.01%	701
2025 Q2	$194K	Buy	8,216 +7,603	+1,240%	+$159K	0.01%	638
2025 Q1	$11K	Buy	+613	New	+$12.5K	﹤0.01%	1008

Other funds holding AMTM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return