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EP Wealth Advisors’s Alpha Metallurgical Resources AMR Stock Holding History

EP Wealth Advisors’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 		$201K Buy
1,216
+144
+13% +$27.4K ﹤0.01% 1508
2026
Q1 		$220K Sell
1,072
-95
-8% -$19.3K ﹤0.01% 1359
2025
Q4 		$233K Buy
+1,167
New +$202K ﹤0.01% 1292
2025
Q1 		– Sell
-1,636
Closed -$327K – 1288
2024
Q4 		$327K Sell
1,636
-2
-0.1% -$448 ﹤0.01% 834
2024
Q3 		$387K Buy
+1,638
New +$418K ﹤0.01% 775

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

EP Wealth Advisors's AMR Position: Q2 2026 in Review

EP Wealth Advisors increased its Alpha Metallurgical Resources (AMR) stake by 13% in Q2 2026, buying an estimated $27.4K and bringing the position to 1,216 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

EP Wealth Advisors first reported a position in AMR in Q3 2024 and has held it in 5 quarters since. The position peaked at $387K in Q3 2024. 254 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

  • EP Wealth Advisors held 1,216 shares of Alpha Metallurgical Resources worth $201K as of Q2 2026.
  • EP Wealth Advisors bought 144 Alpha Metallurgical Resources shares in Q2 2026, an estimated $27.4K.
  • Alpha Metallurgical Resources made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1508 holding.
  • EP Wealth Advisors first reported a position in Alpha Metallurgical Resources in Q3 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Alpha Metallurgical Resources position peaked at $387K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.