Creative Planning
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Creative Planning’s Alpha Metallurgical Resources AMR Stock Holding History

Creative Planning’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 		$1.37M Buy
6,681
+706
+12% +$143K ﹤0.01% 2210
2025
Q4 		$1.19M Buy
5,975
+773
+15% +$134K ﹤0.01% 2148
2025
Q3 		$854K Buy
5,202
+1,737
+50% +$241K ﹤0.01% 2264
2025
Q2 		$390K Buy
3,465
+438
+14% +$51.2K ﹤0.01% 2680
2025
Q1 		$379K Buy
3,027
+1,359
+81% +$221K ﹤0.01% 2551
2024
Q4 		$334K Sell
1,668
-130
-7% -$29.1K ﹤0.01% 2572
2024
Q3 		$425K Buy
1,798
+269
+18% +$68.7K ﹤0.01% 2249
2024
Q2 		$429K Buy
1,529
+43
+3% +$13.3K ﹤0.01% 2062
2024
Q1 		$492K Buy
1,486
+88
+6% +$32.3K ﹤0.01% 1861
2023
Q4 		$474K Buy
+1,398
New +$368K ﹤0.01% 1747

Other funds holding AMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's AMR Position: Q1 2026 in Review

Creative Planning increased its Alpha Metallurgical Resources (AMR) stake by 12% in Q1 2026, buying an estimated $143K and bringing the position to 6,681 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Creative Planning first reported a position in AMR in Q4 2023 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold AMR as of Q1 2026.

  • Creative Planning held 6,681 shares of Alpha Metallurgical Resources worth $1.37M as of Q1 2026.
  • Creative Planning bought 706 Alpha Metallurgical Resources shares in Q1 2026, an estimated $143K.
  • Alpha Metallurgical Resources made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2210 holding.
  • Creative Planning first reported a position in Alpha Metallurgical Resources in Q4 2023 and has held it in 10 quarters since.
  • 263 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.