FFWA
AMTM

FRG Family Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

FRG Family 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
Q1 		$204K Sell
7,831
-33
-0.4% -$1.04K 0.03% 154
2025
Q4 		$228K Buy
+7,864
New +$201K 0.04% 153
2024
Q4 		– Sell
-9,315
Closed -$300K – 149
2024
Q3 		$300K Buy
+9,315
New +$265K 0.05% 131

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

FRG Family Wealth Advisors's AMTM Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Amentum Holdings (AMTM) stake by 0.42% in Q1 2026, selling an estimated $1.04K and leaving 7,831 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #154.

FRG Family Wealth Advisors first reported a position in AMTM in Q3 2024 and has held it in 3 quarters since. The position peaked at $300K in Q3 2024. 487 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • FRG Family Wealth Advisors held 7,831 shares of Amentum Holdings worth $204K as of Q1 2026.
  • FRG Family Wealth Advisors sold 33 Amentum Holdings shares in Q1 2026, an estimated $1.04K.
  • Amentum Holdings made up 0.03% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • FRG Family Wealth Advisors first reported a position in Amentum Holdings in Q3 2024 and has held it in 3 quarters since.
  • FRG Family Wealth Advisors's Amentum Holdings position peaked at $300K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.