Carson Wealth (CWM LLC)
AMR icon

Carson Wealth (CWM LLC)’s Alpha Metallurgical Resources AMR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.7K Buy
286
+12
+4% +$2.43K ﹤0.01% 3695
2025
Q4 		$55K Buy
274
+28
+11% +$4.84K ﹤0.01% 3527
2025
Q3 		$40K Buy
246
+146
+146% +$20.2K ﹤0.01% 3697
2025
Q2 		$11K Sell
100
-409
-80% -$47.8K ﹤0.01% 4223
2025
Q1 		$64K Buy
509
+470
+1,205% +$76.5K ﹤0.01% 2760
2024
Q4 		$8K Buy
39
+30
+333% +$6.72K ﹤0.01% 3965
2024
Q3 		$2K Sell
9
-19
-68% -$4.85K ﹤0.01% 4349
2024
Q2 		$8K Sell
28
-82
-75% -$25.4K ﹤0.01% 3643
2024
Q1 		$36K Buy
110
+107
+3,567% +$39.2K ﹤0.01% 2510
2023
Q4 		$1K Sell
3
-3
-50% -$790 ﹤0.01% 3887
2023
Q3 		$2K Buy
6
+5
+500% +$977 ﹤0.01% 3748
2023
Q2 		$0 Hold
1
– – ﹤0.01% 4151
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4019
2022
Q4 		$0 Hold
1
– – ﹤0.01% 3951
2022
Q3 		$0 Buy
+1
New +$139 ﹤0.01% 3882

Other funds holding AMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alpha Metallurgical Resources (AMR) stake by 4.4% in Q1 2026, buying an estimated $2.43K and bringing the position to 286 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Carson Wealth (CWM LLC) first reported a position in AMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $64K in Q1 2025. 264 funds tracked by Wall St. Rank hold AMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 286 shares of Alpha Metallurgical Resources worth $58.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 Alpha Metallurgical Resources shares in Q1 2026, an estimated $2.43K.
  • Alpha Metallurgical Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3695 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alpha Metallurgical Resources in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Alpha Metallurgical Resources position peaked at $64K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2026.

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