Carson Wealth (CWM LLC)’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $303K | Buy |
13,279
+1,673
| +14% | +$34.6K | ﹤0.01% | 2374 |
|
|
2025
Q4 | $206K | Sell |
11,606
-655
| -5% | -$11.8K | ﹤0.01% | 2550 |
|
|
2025
Q3 | $238K | Buy |
12,261
+1,956
| +19% | +$35.3K | ﹤0.01% | 2307 |
|
|
2025
Q2 | $195K | Buy |
10,305
+833
| +9% | +$14.9K | ﹤0.01% | 2197 |
|
|
2025
Q1 | $170K | Buy |
9,472
+629
| +7% | +$10.4K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $133K | Buy |
8,843
+728
| +9% | +$11.1K | ﹤0.01% | 2087 |
|
|
2024
Q3 | $122K | Buy |
8,115
+768
| +10% | +$11.2K | ﹤0.01% | 2070 |
|
|
2024
Q2 | $108K | Buy |
7,347
+278
| +4% | +$3.99K | ﹤0.01% | 1920 |
|
|
2024
Q1 | $99K | Buy |
7,069
+1,030
| +17% | +$13.2K | ﹤0.01% | 1891 |
|
|
2023
Q4 | $76K | Sell |
6,039
-1,082
| -15% | -$13.6K | ﹤0.01% | 1911 |
|
|
2023
Q3 | $85K | Buy |
7,121
+160
| +2% | +$1.9K | ﹤0.01% | 1729 |
|
|
2023
Q2 | $81K | Buy |
6,961
+524
| +8% | +$5.57K | ﹤0.01% | 1678 |
|
|
2023
Q1 | $68K | Buy |
6,437
+433
| +7% | +$4.61K | ﹤0.01% | 1695 |
|
|
2022
Q4 | $65K | Buy |
6,004
+2,827
| +89% | +$30K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $29K | Sell |
3,177
-207
| -6% | -$2.04K | ﹤0.01% | 1976 |
|
|
2022
Q2 | $31K | Buy |
3,384
+1,965
| +138% | +$20.4K | ﹤0.01% | 1858 |
|
|
2022
Q1 | $15K | Hold |
1,419
| – | – | ﹤0.01% | 2240 |
|
|
2021
Q4 | $14K | Buy |
+1,419
| New | +$14.7K | ﹤0.01% | 2155 |
|
|
2021
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q1 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q4 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q3 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2020
Q1 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2019
Q4 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2019
Q3 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2019
Q2 | $13K | Hold |
1,233
| – | – | ﹤0.01% | 1973 |
|
|
2019
Q1 | $13K | Buy |
+1,233
| New | +$16.1K | ﹤0.01% | 1973 |
|
|
2018
Q1 | – | Sell |
-272
| Closed | -$5K | – | 1395 |
|
|
2017
Q4 | $5K | Sell |
272
-38
| -12% | -$706 | ﹤0.01% | 1069 |
|
|
2017
Q3 | $6K | Buy |
+310
| New | +$6.19K | ﹤0.01% | 1013 |
|
Other funds holding AM
TCA
Carson Wealth (CWM LLC)'s AM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Antero Midstream (AM) stake by 14% in Q1 2026, buying an estimated $34.6K and bringing the position to 13,279 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.
Carson Wealth (CWM LLC) first reported a position in AM in Q3 2017 and has held it in 30 quarters since. 514 funds tracked by Wall St. Rank hold AM as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,279 shares of Antero Midstream worth $303K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,673 Antero Midstream shares in Q1 2026, an estimated $34.6K.
- Antero Midstream made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2374 holding.
- Carson Wealth (CWM LLC) first reported a position in Antero Midstream in Q3 2017 and has held it in 30 quarters since.
- 514 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.