SWA
AMTM

SFMG Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

SFMG 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 		$202K Hold
9,785
– – 0.01% 314
2026
Q1 		$255K Buy
9,785
+13
+0.1% +$408 0.02% 264
2025
Q4 		$283K Sell
9,772
-1,880
-16% -$48.1K 0.02% 247
2025
Q3 		$279K Hold
11,652
– – 0.02% 238
2025
Q2 		$275K Buy
11,652
+668
+6% +$14K 0.02% 219
2025
Q1 		$200K Hold
10,984
– – 0.02% 256
2024
Q4 		$231K Sell
10,984
-6
-0.1% -$155 0.02% 233
2024
Q3 		$354K Buy
+10,990
New +$313K 0.03% 182

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

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

SFMG Wealth Advisors held its Amentum Holdings (AMTM) position steady in Q2 2026 at 9,785 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #314.

SFMG Wealth Advisors first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q3 2024. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • SFMG Wealth Advisors held 9,785 shares of Amentum Holdings worth $202K as of Q2 2026.
  • SFMG Wealth Advisors left its Amentum Holdings share count unchanged in Q2 2026.
  • Amentum Holdings made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #314 holding.
  • SFMG Wealth Advisors first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
  • SFMG Wealth Advisors's Amentum Holdings position peaked at $354K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

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