FSM Wealth Advisors’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
2026
Q2
Sell
-1,690
Closed -$230K 354
2026
Q1
$230K Buy
1,690
+22
+1% +$2.91K 0.03% 292
2025
Q4
$218K Buy
1,668
+23
+1% +$3.07K 0.03% 292
2025
Q3
$229K Buy
1,645
+104
+7% +$14.7K 0.03% 287
2025
Q2
$216K Buy
+1,541
New +$221K 0.04% 264

Other funds holding AWK

FSM Wealth Advisors's AWK Position: Q2 2026 in Review

FSM Wealth Advisors sold out of American Water Works (AWK) in Q2 2026, closing a stake of 1,690 shares — an estimated $230K sold.

FSM Wealth Advisors first reported a position in AWK in Q2 2025 and held it in 4 quarters. The position peaked at $230K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • FSM Wealth Advisors reported no remaining American Water Works position as of Q2 2026 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,690 American Water Works shares in Q2 2026, an estimated $230K.
  • FSM Wealth Advisors first reported a position in American Water Works in Q2 2025 and held it in 4 quarters.
  • FSM Wealth Advisors's American Water Works position peaked at $230K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.