LPL Financial
AMR icon

LPL Financial’s Alpha Metallurgical Resources AMR Stock Holding History

LPL Financial’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 		$3.25M Sell
19,686
-3,239
-14% -$617K ﹤0.01% 3223
2026
Q1 		$4.71M Sell
22,925
-10,756
-32% -$2.18M ﹤0.01% 2678
2025
Q4 		$6.73M Sell
33,681
-945
-3% -$163K ﹤0.01% 2279
2025
Q3 		$5.68M Buy
34,626
+18,866
+120% +$2.62M ﹤0.01% 2353
2025
Q2 		$1.77M Buy
15,760
+2,845
+22% +$333K ﹤0.01% 3239
2025
Q1 		$1.62M Buy
+12,915
New +$2.1M ﹤0.01% 3137
2024
Q4 		– Sell
-1,485
Closed -$351K – 5284
2024
Q3 		$351K Buy
+1,485
New +$379K ﹤0.01% 4299
2024
Q2 		– Sell
-638
Closed -$211K – 5019
2024
Q1 		$211K Sell
638
-17
-3% -$6.24K ﹤0.01% 4468
2023
Q4 		$222K Buy
+655
New +$172K ﹤0.01% 4317
2023
Q3 		– Sell
-5,257
Closed -$864K – 4693
2023
Q2 		$864K Buy
5,257
+1,216
+30% +$186K ﹤0.01% 2966
2023
Q1 		$630K Buy
4,041
+1,489
+58% +$238K ﹤0.01% 3141
2022
Q4 		$374K Sell
2,552
-1,631
-39% -$257K ﹤0.01% 3497
2022
Q3 		$572K Buy
4,183
+163
+4% +$22.7K ﹤0.01% 3033
2022
Q2 		$519K Buy
4,020
+872
+28% +$132K ﹤0.01% 3163
2022
Q1 		$415K Buy
+3,148
New +$289K ﹤0.01% 3335

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

LPL Financial's AMR Position: Q2 2026 in Review

LPL Financial reduced its Alpha Metallurgical Resources (AMR) stake by 14% in Q2 2026, selling an estimated $617K and leaving 19,686 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

LPL Financial first reported a position in AMR in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.73M in Q4 2025. 254 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

  • LPL Financial held 19,686 shares of Alpha Metallurgical Resources worth $3.25M as of Q2 2026.
  • LPL Financial sold 3,239 Alpha Metallurgical Resources shares in Q2 2026, an estimated $617K.
  • Alpha Metallurgical Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3223 holding.
  • LPL Financial first reported a position in Alpha Metallurgical Resources in Q1 2022 and has held it in 15 quarters since.
  • LPL Financial's Alpha Metallurgical Resources position peaked at $6.73M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

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