Walled Lake Planning & Wealth Management’s Antero Midstream AM Stock Holding History

Walled Lake Planning & Wealth 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	$344K	Hold	15,098	–	–	0.1%	98
2025 Q4	$269K	Hold	15,098	–	–	0.08%	113
2025 Q3	$294K	Hold	15,098	–	–	0.1%	111
2025 Q2	$286K	Hold	15,098	–	–	0.09%	108
2025 Q1	$272K	Hold	15,098	–	–	0.1%	108
2024 Q4	$228K	Sell	15,098 -1,677	-10%	-$25.5K	0.08%	117
2024 Q3	$252K	Hold	16,775	–	–	0.09%	108
2024 Q2	$247K	Hold	16,775	–	–	0.1%	102
2024 Q1	$236K	Buy	+16,775	New	+$215K	0.1%	95

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AM Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management held its Antero Midstream (AM) position steady in Q1 2026 at 15,098 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #98.

Walled Lake Planning & Wealth Management first reported a position in AM in Q1 2024 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Walled Lake Planning & Wealth Management held 15,098 shares of Antero Midstream worth $344K as of Q1 2026.
Walled Lake Planning & Wealth Management left its Antero Midstream share count unchanged in Q1 2026.
Antero Midstream made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #98 holding.
Walled Lake Planning & Wealth Management first reported a position in Antero Midstream in Q1 2024 and has held it in 9 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.