MWA
AMTM

Medallion Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

Medallion 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 		– Sell
-180
Closed -$4.69K – 1312
2026
Q1 		$4.69K Hold
180
– – ﹤0.01% 884
2025
Q4 		$5.22K Hold
180
– – ﹤0.01% 851
2025
Q3 		$4.31K Hold
180
– – ﹤0.01% 881
2025
Q2 		$4.25K Buy
180
+10
+6% +$209 ﹤0.01% 859
2025
Q1 		$3.09K Hold
170
– – ﹤0.01% 862
2024
Q4 		$3.09K Buy
+170
New +$4.39K ﹤0.01% 807

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
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

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

Medallion Wealth Advisors sold out of Amentum Holdings (AMTM) in Q2 2026, closing a stake of 180 shares — an estimated $4.69K sold.

Medallion Wealth Advisors first reported a position in AMTM in Q4 2024 and held it in 6 quarters. The position peaked at $5.22K in Q4 2025. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Amentum Holdings position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 180 Amentum Holdings shares in Q2 2026, an estimated $4.69K.
  • Medallion Wealth Advisors first reported a position in Amentum Holdings in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Amentum Holdings position peaked at $5.22K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

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