Williams Jones Wealth Management’s Amentum Holdings AMTM Stock Holding History

Williams Jones Wealth 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	$645K	Sell	31,209 -1,306	-4%	-$31.6K	0.01%	339
2026 Q1	$848K	Sell	32,515 -2,977	-8%	-$93.4K	0.01%	284
2025 Q4	$1.03M	Sell	35,492 -1,217	-3%	-$31.1K	0.01%	251
2025 Q3	$879K	Sell	36,709 -10,951	-23%	-$267K	0.01%	268
2025 Q2	$1.13M	Buy	47,660 +9,550	+25%	+$200K	0.01%	243
2025 Q1	$694K	Sell	38,110 -2,935	-7%	-$59.8K	0.01%	285
2024 Q4	$863K	Sell	41,045 -182,758	-82%	-$4.72M	0.01%	264
2024 Q3	$7.22M	Buy	+223,803	New	+$6.38M	0.08%	125

Other funds holding AMTM

American Securities New York $3.75B AUM 23.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Williams Jones Wealth Management's AMTM Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Amentum Holdings (AMTM) stake by 4% in Q2 2026, selling an estimated $31.6K and leaving 31,209 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #339.

Williams Jones Wealth Management first reported a position in AMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.22M in Q3 2024. 464 funds tracked by Wall St. Rank hold AMTM as of Q2 2026.

Williams Jones Wealth Management held 31,209 shares of Amentum Holdings worth $645K as of Q2 2026.
Williams Jones Wealth Management sold 1,306 Amentum Holdings shares in Q2 2026, an estimated $31.6K.
Amentum Holdings made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #339 holding.
Williams Jones Wealth Management first reported a position in Amentum Holdings in Q3 2024 and has held it in 8 quarters since.
Williams Jones Wealth Management's Amentum Holdings position peaked at $7.22M in Q3 2024.
464 funds tracked by Wall St. Rank held Amentum Holdings as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.