CPG
AMWD

Cornerstone Planning Group’s American Woodmark AMWD Stock Holding History

Cornerstone Planning Group’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9
Closed -$505 – 1533
2025
Q1 		$505 Buy
9
+3
+50% +$212 ﹤0.01% 1306
2024
Q4 		$493 Buy
+6
New +$549 ﹤0.01% 1142

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cornerstone Planning Group's AMWD Position: Q2 2025 in Review

Cornerstone Planning Group sold out of American Woodmark (AMWD) in Q2 2025, closing a stake of 9 shares — an estimated $505 sold.

Cornerstone Planning Group first reported a position in AMWD in Q4 2024 and held it in 2 quarters. The position peaked at $505 in Q1 2025. 200 funds tracked by Wall St. Rank hold AMWD as of Q2 2025.

  • Cornerstone Planning Group reported no remaining American Woodmark position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 American Woodmark shares in Q2 2025, an estimated $505.
  • Cornerstone Planning Group first reported a position in American Woodmark in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's American Woodmark position peaked at $505 in Q1 2025.
  • 200 funds tracked by Wall St. Rank held American Woodmark as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.