WJWM
AMTM

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
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

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return