EverSource Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

EverSource Wealth Advisors’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	$25.3K	Sell	1,226 -306	-20%	-$7.4K	﹤0.01%	2263
2026 Q1	$40K	Sell	1,532 -321	-17%	-$10.1K	﹤0.01%	2061
2025 Q4	$53.7K	Buy	1,853 +481	+35%	+$12.3K	﹤0.01%	1697
2025 Q3	$32.9K	Sell	1,372 -148	-10%	-$3.6K	﹤0.01%	2000
2025 Q2	$35.9K	Sell	1,520 -2,146	-59%	-$44.8K	﹤0.01%	1847
2025 Q1	$66.7K	Sell	3,666 -312	-8%	-$6.36K	﹤0.01%	1090
2024 Q4	$83.7K	Buy	3,978 +730	+22%	+$18.9K	﹤0.01%	966
2024 Q3	$105K	Buy	+3,248	New	+$92.5K	0.01%	776

Other funds holding AMTM

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

TCA

Troluce Capital Advisors Dorado, Puerto Rico $971M AUM 2.27% 1-Year Est. Return

EverSource Wealth Advisors's AMTM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amentum Holdings (AMTM) stake by 20% in Q2 2026, selling an estimated $7.4K and leaving 1,226 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

EverSource Wealth Advisors first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $105K in Q3 2024. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

EverSource Wealth Advisors held 1,226 shares of Amentum Holdings worth $25.3K as of Q2 2026.
EverSource Wealth Advisors sold 306 Amentum Holdings shares in Q2 2026, an estimated $7.4K.
Amentum Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2263 holding.
EverSource Wealth Advisors first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Amentum Holdings position peaked at $105K in Q3 2024.
458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.