SWA
AMTM

SOA Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

SOA 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 		$62 Hold
3
– – ﹤0.01% 874
2026
Q1 		$78 Hold
3
– – ﹤0.01% 841
2025
Q4 		$87 Hold
3
– – ﹤0.01% 837
2025
Q3 		$72 Hold
3
– – ﹤0.01% 865
2025
Q2 		$71 Hold
3
– – ﹤0.01% 850
2025
Q1 		$55 Hold
3
– – ﹤0.01% 863
2024
Q4 		$63 Buy
+3
New +$78 ﹤0.01% 854

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

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

SOA Wealth Advisors held its Amentum Holdings (AMTM) position steady in Q2 2026 at 3 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #874.

SOA Wealth Advisors first reported a position in AMTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $87 in Q4 2025. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • SOA Wealth Advisors held 3 shares of Amentum Holdings worth $62 as of Q2 2026.
  • SOA Wealth Advisors left its Amentum Holdings share count unchanged in Q2 2026.
  • Amentum Holdings made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #874 holding.
  • SOA Wealth Advisors first reported a position in Amentum Holdings in Q4 2024 and has held it in 7 quarters since.
  • SOA Wealth Advisors's Amentum Holdings position peaked at $87 in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.