LWANC
AMTM

Laurel Wealth Advisors (North Carolina)’s Amentum Holdings AMTM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-275
Closed -$7.97K – 693
2025
Q4 		$7.97K Buy
+275
New +$7.03K ﹤0.01% 502
2024
Q4 		– Sell
-50
Closed -$1.61K – 772
2024
Q3 		$1.61K Buy
+50
New +$1.42K ﹤0.01% 598

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 $3.38T AUM 44.17% 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

Laurel Wealth Advisors (North Carolina)'s AMTM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Amentum Holdings (AMTM) in Q1 2026, closing a stake of 275 shares — an estimated $7.97K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AMTM in Q3 2024 and held it in 2 quarters. The position peaked at $7.97K in Q4 2025. 487 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Amentum Holdings position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 275 Amentum Holdings shares in Q1 2026, an estimated $7.97K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Amentum Holdings in Q3 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Amentum Holdings position peaked at $7.97K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.