EP
AMTM icon

Essential Partners’s Amentum Holdings AMTM Stock Holding History

Essential Partners’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
Q3 		$1.79K Sell
99
-834
-89% -$17.5K ﹤0.01% 1959
2026
Q2 		$19.3K Sell
933
-3,279
-78% -$79.3K 0.01% 920
2026
Q1 		$110K Sell
4,212
-7
-0.2% -$220 0.04% 404
2025
Q4 		$122K Buy
4,219
+220
+6% +$5.62K 0.04% 401
2025
Q3 		$95.8K Sell
3,999
-43
-1% -$1.05K 0.03% 441
2025
Q2 		$95.4K Buy
+4,042
New +$84.5K 0.04% 362

Other funds holding AMTM

Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Neville Rodie & Shaw
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners's AMTM Position: Q3 2026 in Review

Essential Partners reduced its Amentum Holdings (AMTM) stake by 89% in Q3 2026, selling an estimated $17.5K and leaving 99 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Essential Partners first reported a position in AMTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 40 funds tracked by Wall St. Rank hold AMTM as of Q3 2026.

  • Essential Partners held 99 shares of Amentum Holdings worth $1.79K as of Q3 2026.
  • Essential Partners sold 834 Amentum Holdings shares in Q3 2026, an estimated $17.5K.
  • Amentum Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1959 holding.
  • Essential Partners first reported a position in Amentum Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Amentum Holdings position peaked at $122K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Amentum Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.