JPL Wealth Management’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
Q1
$3.4K Buy
+25
New +$3.3K ﹤0.01% 794
2025
Q4
Sell
-130
Closed -$18.1K 198
2025
Q3
$18.1K Buy
+130
New +$18.4K ﹤0.01% 427

Other funds holding AWK

JPL Wealth Management's AWK Position: Q1 2026 in Review

JPL Wealth Management opened a new position in American Water Works (AWK) in Q1 2026: 25 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AWK as recently as Q3 2025.

JPL Wealth Management first reported a position in AWK in Q3 2025 and has held it in 2 quarters since. The position peaked at $18.1K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

  • JPL Wealth Management held 25 shares of American Water Works worth $3.4K as of Q1 2026.
  • American Water Works was a new JPL Wealth Management position in Q1 2026.
  • American Water Works made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #794 holding.
  • JPL Wealth Management first reported a position in American Water Works in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's American Water Works position peaked at $18.1K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.