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John Armitage’s Armstrong World Industries AWI Stock Holding History

John Armitage’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
Q2 		$148M Buy
925,394
+477,358
+107% +$78M 1.43% 20
2026
Q1 		$73.8M Buy
+448,036
New +$81.9M 0.82% 24

Other funds holding AWI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

John Armitage's AWI Position: Q2 2026 in Review

John Armitage increased its Armstrong World Industries (AWI) stake by 107% in Q2 2026, buying an estimated $78M and bringing the position to 925,394 shares worth $148M. The position accounts for 1.43% of the portfolio, ranked #20.

John Armitage first reported a position in AWI in Q1 2026 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

  • John Armitage held 925,394 shares of Armstrong World Industries worth $148M as of Q2 2026.
  • John Armitage bought 477,358 Armstrong World Industries shares in Q2 2026, an estimated $78M.
  • Armstrong World Industries made up 1.43% of John Armitage's portfolio in Q2 2026, its #20 holding.
  • John Armitage first reported a position in Armstrong World Industries in Q1 2026 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.