LPL Financial
AM icon

LPL Financial’s Antero Midstream AM Stock Holding History

LPL Financial’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
Q2 		$12.7M Sell
558,179
-7,747
-1% -$168K ﹤0.01% 1924
2026
Q1 		$12.9M Buy
565,926
+96,390
+21% +$1.99M ﹤0.01% 1794
2025
Q4 		$8.35M Buy
469,536
+14,535
+3% +$262K ﹤0.01% 2083
2025
Q3 		$8.85M Buy
455,001
+73,974
+19% +$1.34M ﹤0.01% 1983
2025
Q2 		$7.22M Buy
381,027
+25,782
+7% +$461K ﹤0.01% 2007
2025
Q1 		$6.39M Buy
355,245
+36,468
+11% +$604K ﹤0.01% 1946
2024
Q4 		$4.81M Buy
318,777
+4,710
+1% +$71.7K ﹤0.01% 2110
2024
Q3 		$4.73M Sell
314,067
-37,553
-11% -$547K ﹤0.01% 2042
2024
Q2 		$5.18M Buy
351,620
+62,899
+22% +$903K ﹤0.01% 1814
2024
Q1 		$4.06M Buy
288,721
+40,464
+16% +$518K ﹤0.01% 1944
2023
Q4 		$3.11M Sell
248,257
-20,027
-7% -$252K ﹤0.01% 2052
2023
Q3 		$3.21M Buy
268,284
+14,767
+6% +$175K ﹤0.01% 1903
2023
Q2 		$2.94M Buy
253,517
+15,960
+7% +$170K ﹤0.01% 1931
2023
Q1 		$2.49M Buy
237,557
+1,364
+0.6% +$14.5K ﹤0.01% 1968
2022
Q4 		$2.55M Buy
236,193
+2,588
+1% +$27.5K ﹤0.01% 1903
2022
Q3 		$2.14M Buy
233,605
+27,411
+13% +$270K ﹤0.01% 1924
2022
Q2 		$1.87M Sell
206,194
-10,475
-5% -$109K ﹤0.01% 2082
2022
Q1 		$2.35M Buy
216,669
+22,757
+12% +$231K ﹤0.01% 1925
2021
Q4 		$1.88M Buy
193,912
+13,379
+7% +$139K ﹤0.01% 2137
2021
Q3 		$1.88M Buy
180,533
+10,744
+6% +$105K ﹤0.01% 2094
2021
Q2 		$1.76M Buy
169,789
+148,611
+702% +$1.42M ﹤0.01% 2080
2021
Q1 		$191K Buy
21,178
+4,870
+30% +$42K ﹤0.01% 3780
2020
Q4 		$126K Buy
16,308
+391
+2% +$2.65K ﹤0.01% 3644
2020
Q3 		$85K Buy
15,917
+1,647
+12% +$10K ﹤0.01% 3391
2020
Q2 		$73K Buy
14,270
+2,965
+26% +$13.1K ﹤0.01% 3325
2020
Q1 		$24K Buy
+11,305
New +$54K ﹤0.01% 3138

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial's AM Position: Q2 2026 in Review

LPL Financial reduced its Antero Midstream (AM) stake by 1.4% in Q2 2026, selling an estimated $168K and leaving 558,179 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

LPL Financial first reported a position in AM in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.9M in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • LPL Financial held 558,179 shares of Antero Midstream worth $12.7M as of Q2 2026.
  • LPL Financial sold 7,747 Antero Midstream shares in Q2 2026, an estimated $168K.
  • Antero Midstream made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1924 holding.
  • LPL Financial first reported a position in Antero Midstream in Q1 2020 and has held it in 26 quarters since.
  • LPL Financial's Antero Midstream position peaked at $12.9M in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.