Carson Wealth (CWM LLC)
ARLP icon

Carson Wealth (CWM LLC)’s Alliance Resource Partners ARLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.92K Sell
250
-151
-38% -$3.91K ﹤0.01% 4922
2025
Q4 		$9K Buy
401
+151
+60% +$3.66K ﹤0.01% 4577
2025
Q3 		$6K Hold
250
– – ﹤0.01% 4656
2025
Q2 		$7K Hold
250
– – ﹤0.01% 4428
2025
Q1 		$7K Sell
250
-8
-3% -$214 ﹤0.01% 4261
2024
Q4 		$7K Sell
258
-750
-74% -$19.6K ﹤0.01% 4027
2024
Q3 		$25K Hold
1,008
– – ﹤0.01% 3213
2024
Q2 		$25K Hold
1,008
– – ﹤0.01% 2959
2024
Q1 		$20K Buy
1,008
+8
+0.8% +$163 ﹤0.01% 2896
2023
Q4 		$21K Hold
1,000
– – ﹤0.01% 2731
2023
Q3 		$23K Hold
1,000
– – ﹤0.01% 2586
2023
Q2 		$18K Hold
1,000
– – ﹤0.01% 2703
2023
Q1 		$20K Hold
1,000
– – ﹤0.01% 2495
2022
Q4 		$20K Hold
1,000
– – ﹤0.01% 2348
2022
Q3 		$23K Sell
1,000
-500
-33% -$11.4K ﹤0.01% 2128
2022
Q2 		$27K Hold
1,500
– – ﹤0.01% 1939
2022
Q1 		$23K Hold
1,500
– – ﹤0.01% 1982
2021
Q4 		$19K Buy
+1,500
New +$16.9K ﹤0.01% 2009
2021
Q2 		$11K Hold
1,500
– – ﹤0.01% 2044
2021
Q1 		$11K Hold
1,500
– – ﹤0.01% 2044
2020
Q4 		$11K Hold
1,500
– – ﹤0.01% 2044
2020
Q3 		$11K Hold
1,500
– – ﹤0.01% 2043
2020
Q2 		$11K Hold
1,500
– – ﹤0.01% 2043
2020
Q1 		$11K Hold
1,500
– – ﹤0.01% 2043
2019
Q4 		$11K Hold
1,500
– – ﹤0.01% 2043
2019
Q3 		$11K Hold
1,500
– – ﹤0.01% 2043
2019
Q2 		$11K Hold
1,500
– – ﹤0.01% 2043
2019
Q1 		$11K Buy
1,500
+1,300
+650% +$25.1K ﹤0.01% 2043
2018
Q4 		$3K Hold
200
– – ﹤0.01% 1640
2018
Q3 		$4K Hold
200
– – ﹤0.01% 1377
2018
Q2 		$4K Hold
200
– – ﹤0.01% 1227
2018
Q1 		$4K Hold
200
– – ﹤0.01% 1032
2017
Q4 		$4K Hold
200
– – ﹤0.01% 1118
2017
Q3 		$4K Hold
200
– – ﹤0.01% 1115
2017
Q2 		$4K Hold
200
– – ﹤0.01% 901
2017
Q1 		$4K Hold
200
– – ﹤0.01% 888
2016
Q4 		$4K Hold
200
– – ﹤0.01% 869
2016
Q3 		$4K Buy
+200
New +$3.93K ﹤0.01% 838

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Alliance Resource Partners (ARLP) stake by 38% in Q1 2026, selling an estimated $3.91K and leaving 250 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

Carson Wealth (CWM LLC) first reported a position in ARLP in Q3 2016 and has held it in 38 quarters since. The position peaked at $27K in Q2 2022. 183 funds tracked by Wall St. Rank hold ARLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 250 shares of Alliance Resource Partners worth $6.92K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 151 Alliance Resource Partners shares in Q1 2026, an estimated $3.91K.
  • Alliance Resource Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4922 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alliance Resource Partners in Q3 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s Alliance Resource Partners position peaked at $27K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2026.

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