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
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 $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Medallion Wealth Advisors's AMTM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Amentum Holdings (AMTM) position steady in Q1 2026 at 180 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Medallion Wealth Advisors first reported a position in AMTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.22K in Q4 2025. 486 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • Medallion Wealth Advisors held 180 shares of Amentum Holdings worth $4.69K as of Q1 2026.
  • Medallion Wealth Advisors left its Amentum Holdings share count unchanged in Q1 2026.
  • Amentum Holdings made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #884 holding.
  • Medallion Wealth Advisors first reported a position in Amentum Holdings in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Amentum Holdings position peaked at $5.22K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

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