Fulcrum 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
2026
Q2
$1.08M Buy
8,203
+113
+1% +$14.5K 0.22% 49
2026
Q1
$1.1M Buy
8,090
+434
+6% +$57.4K 0.24% 47
2025
Q4
$999K Buy
7,656
+310
+4% +$41.4K 0.2% 48
2025
Q3
$1.02M Buy
7,346
+562
+8% +$79.4K 0.21% 47
2025
Q2
$944K Buy
6,784
+2,089
+44% +$299K 0.2% 50
2025
Q1
$693K Sell
4,695
-118
-2% -$15.5K 0.15% 52
2024
Q4
$599K Sell
4,813
-110
-2% -$14.8K 0.13% 56
2024
Q3
$720K Hold
4,923
0.16% 53
2024
Q2
$636K Buy
4,923
+499
+11% +$63.1K 0.14% 52
2024
Q1
$541K Buy
4,424
+261
+6% +$32.1K 0.13% 63
2023
Q4
$549K Sell
4,163
-534
-11% -$67.3K 0.14% 58
2023
Q3
$582K Sell
4,697
-294
-6% -$41.2K 0.17% 53
2023
Q2
$712K Sell
4,991
-474
-9% -$69.6K 0.19% 54
2023
Q1
$801K Sell
5,465
-505
-8% -$74.8K 0.22% 54
2022
Q4
$910K Buy
5,970
+79
+1% +$11.4K 0.26% 53
2022
Q3
$767K Sell
5,891
-343
-6% -$51.6K 0.23% 53
2022
Q2
$927K Buy
+6,234
New +$950K 0.29% 48

Other funds holding AWK

Fulcrum Capital's AWK Position: Q2 2026 in Review

Fulcrum Capital increased its American Water Works (AWK) stake by 1.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,203 shares worth $1.08M. The position accounts for 0.22% of the portfolio, ranked #49.

Fulcrum Capital first reported a position in AWK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Fulcrum Capital held 8,203 shares of American Water Works worth $1.08M as of Q2 2026.
  • Fulcrum Capital bought 113 American Water Works shares in Q2 2026, an estimated $14.5K.
  • American Water Works made up 0.22% of Fulcrum Capital's portfolio in Q2 2026, its #49 holding.
  • Fulcrum Capital first reported a position in American Water Works in Q2 2022 and has held it in 17 quarters since.
  • Fulcrum Capital's American Water Works position peaked at $1.1M in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.