Creative Planning
AMR icon

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
Q2 		$1.21M Buy
7,342
+661
+10% +$126K ﹤0.01% 2484
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 $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
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's AMR Position: Q2 2026 in Review

Creative Planning increased its Alpha Metallurgical Resources (AMR) stake by 9.9% in Q2 2026, buying an estimated $126K and bringing the position to 7,342 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Creative Planning first reported a position in AMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2026. 255 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

  • Creative Planning held 7,342 shares of Alpha Metallurgical Resources worth $1.21M as of Q2 2026.
  • Creative Planning bought 661 Alpha Metallurgical Resources shares in Q2 2026, an estimated $126K.
  • Alpha Metallurgical Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2484 holding.
  • Creative Planning first reported a position in Alpha Metallurgical Resources in Q4 2023 and has held it in 11 quarters since.
  • Creative Planning's Alpha Metallurgical Resources position peaked at $1.37M in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.