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Forum Financial Management’s Antero Midstream AM Stock Holding History

Forum Financial Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19,181
Closed -$341K – 366
2025
Q4 		$341K Hold
19,181
– – ﹤0.01% 678
2025
Q3 		$373K Buy
19,181
+292
+2% +$5.28K 0.01% 610
2025
Q2 		$358K Buy
18,889
+14
+0.1% +$250 0.01% 565
2025
Q1 		$340K Buy
18,875
+42
+0.2% +$695 0.01% 536
2024
Q4 		$284K Buy
18,833
+3,519
+23% +$53.6K ﹤0.01% 649
2024
Q3 		$230K Buy
15,314
+9
+0.1% +$131 ﹤0.01% 654
2024
Q2 		$226K Sell
15,305
-1,482
-9% -$21.3K ﹤0.01% 612
2024
Q1 		$236K Buy
16,787
+1,500
+10% +$19.2K ﹤0.01% 622
2023
Q4 		$192K Sell
15,287
-1,000
-6% -$12.6K ﹤0.01% 654
2023
Q3 		$195K Sell
16,287
-1
-0% -$12 ﹤0.01% 600
2023
Q2 		$189K Hold
16,288
– – ﹤0.01% 617
2023
Q1 		$171K Buy
16,288
+1
+0% +$11 ﹤0.01% 583
2022
Q4 		$176K Sell
16,287
-2,167
-12% -$23K 0.01% 555
2022
Q3 		$169K Hold
18,454
– – 0.01% 503
2022
Q2 		$167K Buy
18,454
+1,957
+12% +$20.4K 0.01% 538
2022
Q1 		$179K Buy
16,497
+2,017
+14% +$20.5K 0.01% 579
2021
Q4 		$140K Buy
+14,480
New +$150K 0.01% 631

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Forum Financial Management's AM Position: Q1 2026 in Review

Forum Financial Management sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 19,181 shares — an estimated $341K sold.

Forum Financial Management first reported a position in AM in Q4 2021 and held it in 17 quarters. The position peaked at $373K in Q3 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Forum Financial Management reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 19,181 Antero Midstream shares in Q1 2026, an estimated $341K.
  • Forum Financial Management first reported a position in Antero Midstream in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Antero Midstream position peaked at $373K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.