HWA
AMTM

Heritage Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

Heritage 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 		$321K Sell
15,532
-817
-5% -$19.8K 0.01% 180
2026
Q1 		$426K Buy
+16,349
New +$513K 0.02% 146

Other funds holding AMTM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
TCA
Troluce Capital Advisors Dorado, Puerto Rico $971M AUM 2.27% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Amentum Holdings (AMTM) stake by 5% in Q2 2026, selling an estimated $19.8K and leaving 15,532 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #180.

Heritage Wealth Advisors first reported a position in AMTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Heritage Wealth Advisors held 15,532 shares of Amentum Holdings worth $321K as of Q2 2026.
  • Heritage Wealth Advisors sold 817 Amentum Holdings shares in Q2 2026, an estimated $19.8K.
  • Amentum Holdings made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Heritage Wealth Advisors first reported a position in Amentum Holdings in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Amentum Holdings position peaked at $426K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.