First Manhattan’s Armstrong World Industries AWI Stock Holding History

First Manhattan’s Portfolio AWI Stock Details AWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$775K	Sell	4,700 -1,040	-18%	-$190K	﹤0.01%	481
2025 Q4	$1.1M	Sell	5,740 -200	-3%	-$38.2K	﹤0.01%	421
2025 Q3	$1.16M	Sell	5,940 -1,625	-21%	-$302K	﹤0.01%	405
2025 Q2	$1.23M	Sell	7,565 -60	-0.8%	-$8.91K	﹤0.01%	399
2025 Q1	$1.07M	Sell	7,625 -125	-2%	-$18.4K	﹤0.01%	383
2024 Q4	$1.1M	Sell	7,750 -190	-2%	-$27.9K	﹤0.01%	385
2024 Q3	$1.04M	Sell	7,940 -260	-3%	-$32.1K	﹤0.01%	368
2024 Q2	$929K	Sell	8,200 -400	-5%	-$46.4K	﹤0.01%	371
2024 Q1	$1.07M	Sell	8,600 -1,100	-11%	-$121K	﹤0.01%	367
2023 Q4	$954K	Sell	9,700 -300	-3%	-$24.8K	﹤0.01%	382
2023 Q3	$720K	Sell	10,000 -900	-8%	-$67.2K	﹤0.01%	430
2023 Q2	$801K	Sell	10,900 -3,500	-24%	-$238K	﹤0.01%	410
2023 Q1	$1.03M	Sell	14,400 -250	-2%	-$18.7K	﹤0.01%	400
2022 Q4	$1M	Hold	14,650	–	–	﹤0.01%	414
2022 Q3	$1.16M	Sell	14,650 -850	-5%	-$71.9K	﹤0.01%	389
2022 Q2	$1.16M	Sell	15,500 -100	-0.6%	-$8.46K	﹤0.01%	398
2022 Q1	$1.4M	Buy	+15,600	New	+$1.51M	﹤0.01%	406

Other funds holding AWI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

First Manhattan's AWI Position: Q1 2026 in Review

First Manhattan reduced its Armstrong World Industries (AWI) stake by 18% in Q1 2026, selling an estimated $190K and leaving 4,700 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

First Manhattan first reported a position in AWI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.4M in Q1 2022. 470 funds tracked by Wall St. Rank hold AWI as of Q1 2026.

First Manhattan held 4,700 shares of Armstrong World Industries worth $775K as of Q1 2026.
First Manhattan sold 1,040 Armstrong World Industries shares in Q1 2026, an estimated $190K.
Armstrong World Industries made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #481 holding.
First Manhattan first reported a position in Armstrong World Industries in Q1 2022 and has held it in 17 quarters since.
First Manhattan's Armstrong World Industries position peaked at $1.4M in Q1 2022.
470 funds tracked by Wall St. Rank held Armstrong World Industries as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.