Evoke Wealth’s Amentum Holdings AMTM Stock Holding History

Evoke Wealth’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
2025 Q2	–	Sell	-12,235	Closed	-$223K	–	622
2025 Q1	$223K	Buy	12,235 +164	+1%	+$3.34K	0.01%	402
2024 Q4	$254K	Sell	12,071 -225	-2%	-$5.82K	0.01%	373
2024 Q3	$397K	Buy	+12,296	New	+$350K	0.01%	292

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Evoke Wealth's AMTM Position: Q2 2025 in Review

Evoke Wealth sold out of Amentum Holdings (AMTM) in Q2 2025, closing a stake of 12,235 shares — an estimated $223K sold.

Evoke Wealth first reported a position in AMTM in Q3 2024 and held it in 3 quarters. The position peaked at $397K in Q3 2024. 460 funds tracked by Wall St. Rank hold AMTM as of Q2 2025.

Evoke Wealth reported no remaining Amentum Holdings position as of Q2 2025 after selling out during the quarter.
Evoke Wealth sold 12,235 Amentum Holdings shares in Q2 2025, an estimated $223K.
Evoke Wealth first reported a position in Amentum Holdings in Q3 2024 and held it in 3 quarters.
Evoke Wealth's Amentum Holdings position peaked at $397K in Q3 2024.
460 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2025.

Based on Evoke Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.