PWPS
AMTM

Pinnacle Wealth Planning Services’s Amentum Holdings AMTM Stock Holding History

Pinnacle Wealth Planning Services’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 		$39.9K Sell
1,932
-1,208
-38% -$29.2K ﹤0.01% 1425
2026
Q1 		$81.9K Buy
3,140
+756
+32% +$23.7K 0.01% 908
2025
Q4 		$69.1K Buy
+2,384
New +$60.9K 0.01% 994

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

Pinnacle Wealth Planning Services's AMTM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Amentum Holdings (AMTM) stake by 38% in Q2 2026, selling an estimated $29.2K and leaving 1,932 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Pinnacle Wealth Planning Services first reported a position in AMTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.9K in Q1 2026. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,932 shares of Amentum Holdings worth $39.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,208 Amentum Holdings shares in Q2 2026, an estimated $29.2K.
  • Amentum Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1425 holding.
  • Pinnacle Wealth Planning Services first reported a position in Amentum Holdings in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Amentum Holdings position peaked at $81.9K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.