InceptionR’s American Woodmark AMWD Stock Holding History

InceptionR’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 Q3	–	Sell	-4,303	Closed	-$230K	–	663
2025 Q2	$230K	Buy	+4,303	New	+$243K	0.05%	532

Other funds holding AMWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

InceptionR's AMWD Position: Q3 2025 in Review

InceptionR sold out of American Woodmark (AMWD) in Q3 2025, closing a stake of 4,303 shares — an estimated $230K sold.

InceptionR first reported a position in AMWD in Q2 2025 and held it in 1 quarter. The position peaked at $230K in Q2 2025. 190 funds tracked by Wall St. Rank hold AMWD as of Q3 2025.

InceptionR reported no remaining American Woodmark position as of Q3 2025 after selling out during the quarter.
InceptionR sold 4,303 American Woodmark shares in Q3 2025, an estimated $230K.
InceptionR first reported a position in American Woodmark in Q2 2025 and held it in 1 quarter.
InceptionR's American Woodmark position peaked at $230K in Q2 2025.
190 funds tracked by Wall St. Rank held American Woodmark as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.