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LRI Investments’s Antero Midstream AM Stock Holding History

LRI Investments’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 		$774 Sell
34
-249
-88% -$5.41K ﹤0.01% 1437
2026
Q1 		$6.45K Hold
283
– – ﹤0.01% 1013
2025
Q4 		$5.04K Hold
283
– – ﹤0.01% 1041
2025
Q3 		$5.5K Sell
283
-251
-47% -$4.54K ﹤0.01% 1023
2025
Q2 		$10.1K Buy
+534
New +$9.54K ﹤0.01% 840

Other funds holding AM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LRI Investments's AM Position: Q2 2026 in Review

LRI Investments reduced its Antero Midstream (AM) stake by 88% in Q2 2026, selling an estimated $5.41K and leaving 34 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

LRI Investments first reported a position in AM in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1K in Q2 2025. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • LRI Investments held 34 shares of Antero Midstream worth $774 as of Q2 2026.
  • LRI Investments sold 249 Antero Midstream shares in Q2 2026, an estimated $5.41K.
  • Antero Midstream made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1437 holding.
  • LRI Investments first reported a position in Antero Midstream in Q2 2025 and has held it in 5 quarters since.
  • LRI Investments's Antero Midstream position peaked at $10.1K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.