PF
AMTM

Phoenix Financial’s Amentum Holdings AMTM Stock Holding History

Phoenix Financial’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
2025
Q3 		– Sell
-18,932
Closed -$447K – 506
2025
Q2 		$447K Hold
18,932
– – 0.01% 296
2025
Q1 		$345K Hold
18,932
– – 0.01% 281
2024
Q4 		$398K Buy
+18,932
New +$489K 0.01% 278

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Phoenix Financial's AMTM Position: Q3 2025 in Review

Phoenix Financial sold out of Amentum Holdings (AMTM) in Q3 2025, closing a stake of 18,932 shares — an estimated $447K sold.

Phoenix Financial first reported a position in AMTM in Q4 2024 and held it in 3 quarters. The position peaked at $447K in Q2 2025. 462 funds tracked by Wall St. Rank hold AMTM as of Q3 2025.

  • Phoenix Financial reported no remaining Amentum Holdings position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 18,932 Amentum Holdings shares in Q3 2025, an estimated $447K.
  • Phoenix Financial first reported a position in Amentum Holdings in Q4 2024 and held it in 3 quarters.
  • Phoenix Financial's Amentum Holdings position peaked at $447K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.