STA
AMTM

Summit Trail Advisors’s Amentum Holdings AMTM Stock Holding History

Summit Trail 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 		$418K Buy
20,229
+6,267
+45% +$152K 0.01% 1269
2026
Q1 		$364K Buy
13,962
+6,518
+88% +$205K 0.01% 1260
2025
Q4 		$216K Buy
+7,444
New +$190K ﹤0.01% 1261

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

Summit Trail Advisors's AMTM Position: Q2 2026 in Review

Summit Trail Advisors increased its Amentum Holdings (AMTM) stake by 45% in Q2 2026, buying an estimated $152K and bringing the position to 20,229 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1269.

Summit Trail Advisors first reported a position in AMTM in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Summit Trail Advisors held 20,229 shares of Amentum Holdings worth $418K as of Q2 2026.
  • Summit Trail Advisors bought 6,267 Amentum Holdings shares in Q2 2026, an estimated $152K.
  • Amentum Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1269 holding.
  • Summit Trail Advisors first reported a position in Amentum Holdings in Q4 2025 and has held it in 3 quarters since.
  • 462 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.