Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amplify Energy AMPY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4K Sell
2,784
-449
-14% -$2.44K ﹤0.01% 4501
2025
Q4 		$15K Sell
3,233
-25
-0.8% -$124 ﹤0.01% 4318
2025
Q3 		$17K Sell
3,258
-1,929
-37% -$7.59K ﹤0.01% 4203
2025
Q2 		$17K Buy
5,187
+4,834
+1,369% +$14.4K ﹤0.01% 3989
2025
Q1 		$1K Sell
353
-1,142
-76% -$5.69K ﹤0.01% 4856
2024
Q4 		$9K Sell
1,495
-138
-8% -$903 ﹤0.01% 3902
2024
Q3 		$11K Buy
1,633
+325
+25% +$2.25K ﹤0.01% 3715
2024
Q2 		$9K Sell
1,308
-637
-33% -$4.19K ﹤0.01% 3583
2024
Q1 		$13K Buy
1,945
+1,145
+143% +$6.96K ﹤0.01% 3164
2023
Q4 		$5K Buy
800
+397
+99% +$2.56K ﹤0.01% 3477
2023
Q3 		$3K Buy
403
+262
+186% +$1.81K ﹤0.01% 3627
2023
Q2 		$1K Buy
141
+126
+840% +$878 ﹤0.01% 3898
2023
Q1 		$0 Hold
15
– – ﹤0.01% 4018
2022
Q4 		$0 Hold
15
– – ﹤0.01% 3950
2022
Q3 		$0 Hold
15
– – ﹤0.01% 3881
2022
Q2 		$0 Hold
15
– – ﹤0.01% 3756
2022
Q1 		$0 Buy
+15
New +$69 ﹤0.01% 3502

Other funds holding AMPY

CF
CDC Financial Chicago, Illinois $157M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMPY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Amplify Energy (AMPY) stake by 14% in Q1 2026, selling an estimated $2.44K and leaving 2,784 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4501.

Carson Wealth (CWM LLC) first reported a position in AMPY in Q1 2022 and has held it in 17 quarters since. 130 funds tracked by Wall St. Rank hold AMPY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,784 shares of Amplify Energy worth $17.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 449 Amplify Energy shares in Q1 2026, an estimated $2.44K.
  • Amplify Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4501 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Energy in Q1 2022 and has held it in 17 quarters since.
  • 130 funds tracked by Wall St. Rank held Amplify Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.