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 Q3	$548K	Sell	30,259 -950	-3%	-$19.9K	0.01%	349
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Williams Jones Wealth Management's AMTM Position: Q3 2026 in Review

Williams Jones Wealth Management reduced its Amentum Holdings (AMTM) stake by 3% in Q3 2026, selling an estimated $19.9K and leaving 30,259 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #349.

Williams Jones Wealth Management first reported a position in AMTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.22M in Q3 2024. 246 funds tracked by Wall St. Rank hold AMTM as of Q3 2026.

Williams Jones Wealth Management held 30,259 shares of Amentum Holdings worth $548K as of Q3 2026.
Williams Jones Wealth Management sold 950 Amentum Holdings shares in Q3 2026, an estimated $19.9K.
Amentum Holdings made up 0.01% of Williams Jones Wealth Management's portfolio in Q3 2026, its #349 holding.
Williams Jones Wealth Management first reported a position in Amentum Holdings in Q3 2024 and has held it in 9 quarters since.
Williams Jones Wealth Management's Amentum Holdings position peaked at $7.22M in Q3 2024.
246 funds tracked by Wall St. Rank held Amentum Holdings as of Q3 2026.

Based on Williams Jones Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.