EWM
AMTM

Evermay Wealth Management’s Amentum Holdings AMTM Stock Holding History

Evermay Wealth Management’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 		– Sell
-57
Closed -$1.65K – 622
2025
Q4 		$1.65K Sell
57
-42
-42% -$1.07K ﹤0.01% 521
2025
Q3 		$2.37K Hold
99
– – ﹤0.01% 491
2025
Q2 		$2.34K Sell
99
-501
-84% -$10.5K ﹤0.01% 498
2025
Q1 		$10.9K Hold
600
– – ﹤0.01% 436
2024
Q4 		$12.6K Sell
600
-1,380
-70% -$35.7K ﹤0.01% 418
2024
Q3 		$63.9K Buy
+1,980
New +$56.4K 0.01% 316

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evermay Wealth Management's AMTM Position: Q1 2026 in Review

Evermay Wealth Management sold out of Amentum Holdings (AMTM) in Q1 2026, closing a stake of 57 shares — an estimated $1.65K sold.

Evermay Wealth Management first reported a position in AMTM in Q3 2024 and held it in 6 quarters. The position peaked at $63.9K in Q3 2024. 487 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Evermay Wealth Management reported no remaining Amentum Holdings position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 57 Amentum Holdings shares in Q1 2026, an estimated $1.65K.
  • Evermay Wealth Management first reported a position in Amentum Holdings in Q3 2024 and held it in 6 quarters.
  • Evermay Wealth Management's Amentum Holdings position peaked at $63.9K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.