Belmont Capital’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
2,477
-385
-13% -$55.2K 0.05% 97
2025
Q1
$422K Hold
2,862
0.08% 78
2024
Q4
$356K Sell
2,862
-22
-0.8% -$2.97K 0.06% 61
2024
Q3
$422K Hold
2,884
0.07% 78
2024
Q2
$372K Hold
2,884
0.07% 91
2024
Q1
$352K Hold
2,884
0.1% 67
2023
Q4
$381K Hold
2,884
0.16% 56
2023
Q3
$357K Buy
+2,884
New +$404K 0.19% 47

Other funds holding AWK

Belmont Capital's AWK Position: Q2 2025 in Review

Belmont Capital reduced its American Water Works (AWK) stake by 13% in Q2 2025, selling an estimated $55.2K and leaving 2,477 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #97.

Belmont Capital first reported a position in AWK in Q3 2023 and has held it in 8 quarters since. The position peaked at $422K in Q1 2025. 1,110 funds tracked by Wall St. Rank hold AWK as of Q2 2025.

  • Belmont Capital held 2,477 shares of American Water Works worth $345K as of Q2 2025.
  • Belmont Capital sold 385 American Water Works shares in Q2 2025, an estimated $55.2K.
  • American Water Works made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #97 holding.
  • Belmont Capital first reported a position in American Water Works in Q3 2023 and has held it in 8 quarters since.
  • Belmont Capital's American Water Works position peaked at $422K in Q1 2025.
  • 1,110 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.