MBFW
AMTM

Morton Brown Family Wealth’s Amentum Holdings AMTM Stock Holding History

Morton Brown Family Wealth’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 		$83 Hold
4
– – ﹤0.01% 412
2026
Q1 		$104 Hold
4
– – ﹤0.01% 287
2025
Q4 		$116 Hold
4
– – ﹤0.01% 290
2025
Q3 		$96 Hold
4
– – ﹤0.01% 262
2025
Q2 		$94 Buy
+4
New +$84 ﹤0.01% 307

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

Morton Brown Family Wealth's AMTM Position: Q2 2026 in Review

Morton Brown Family Wealth held its Amentum Holdings (AMTM) position steady in Q2 2026 at 4 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Morton Brown Family Wealth first reported a position in AMTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $116 in Q4 2025. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Morton Brown Family Wealth held 4 shares of Amentum Holdings worth $83 as of Q2 2026.
  • Morton Brown Family Wealth left its Amentum Holdings share count unchanged in Q2 2026.
  • Amentum Holdings made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #412 holding.
  • Morton Brown Family Wealth first reported a position in Amentum Holdings in Q2 2025 and has held it in 5 quarters since.
  • Morton Brown Family Wealth's Amentum Holdings position peaked at $116 in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.