Formidable Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Formidable Asset Management’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 Q2	$570K	Sell	23,763 -742	-3%	-$18.9K	0.09%	206
2026 Q1	$678K	Hold	24,505	–	–	0.1%	185
2025 Q4	$569K	Sell	24,505 -1,484	-6%	-$36K	0.08%	227
2025 Q3	$657K	Hold	25,989	–	–	0.1%	190
2025 Q2	$679K	Sell	25,989 -6,684	-20%	-$176K	0.11%	175
2025 Q1	$891K	Sell	32,673 -2,226	-6%	-$59.5K	0.15%	133
2024 Q4	$917K	Sell	34,899 -742	-2%	-$19.4K	0.15%	130
2024 Q3	$891K	Sell	35,641 -1,484	-4%	-$35.9K	0.14%	138
2024 Q2	$908K	Sell	37,125 -3,710	-9%	-$84.1K	0.15%	135
2024 Q1	$819K	Sell	40,835 -2,226	-5%	-$45.3K	0.13%	157
2023 Q4	$912K	Buy	43,061 +17,986	+72%	+$389K	0.19%	99
2023 Q3	$565K	Hold	25,075	–	–	0.13%	154
2023 Q2	$464K	Buy	+25,075	New	+$481K	0.1%	180
2015 Q4	–	Sell	-1,100	Closed	-$24K	–	562
2015 Q3	$24K	Buy	+1,100	New	+$26.9K	0.02%	295

Other funds holding ARLP

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Formidable Asset Management's ARLP Position: Q2 2026 in Review

Formidable Asset Management reduced its Alliance Resource Partners (ARLP) stake by 3% in Q2 2026, selling an estimated $18.9K and leaving 23,763 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #206.

Formidable Asset Management first reported a position in ARLP in Q3 2015 and has held it in 14 quarters since. The position peaked at $917K in Q4 2024. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Formidable Asset Management held 23,763 shares of Alliance Resource Partners worth $570K as of Q2 2026.
Formidable Asset Management sold 742 Alliance Resource Partners shares in Q2 2026, an estimated $18.9K.
Alliance Resource Partners made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #206 holding.
Formidable Asset Management first reported a position in Alliance Resource Partners in Q3 2015 and has held it in 14 quarters since.
Formidable Asset Management's Alliance Resource Partners position peaked at $917K in Q4 2024.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.