SIM
AMTM

Synergy Investment Management’s Amentum Holdings AMTM Stock Holding History

Synergy Investment Management’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 		– Sell
-52
Closed -$1.36K – 1194
2026
Q1 		$1.36K Buy
+52
New +$1.63K ﹤0.01% 741
2025
Q2 		– Sell
-49
Closed -$892 – 595
2025
Q1 		$892 Hold
49
– – ﹤0.01% 577
2024
Q4 		$1.03K Buy
+49
New +$1.27K ﹤0.01% 603

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

Synergy Investment Management's AMTM Position: Q2 2026 in Review

Synergy Investment Management sold out of Amentum Holdings (AMTM) in Q2 2026, closing a stake of 52 shares — an estimated $1.36K sold.

Synergy Investment Management first reported a position in AMTM in Q4 2024 and held it in 3 quarters. The position peaked at $1.36K in Q1 2026. 458 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

  • Synergy Investment Management reported no remaining Amentum Holdings position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 52 Amentum Holdings shares in Q2 2026, an estimated $1.36K.
  • Synergy Investment Management first reported a position in Amentum Holdings in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Amentum Holdings position peaked at $1.36K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.