LECAP Asset Management’s Armstrong World Industries AWI Stock Holding History

LECAP Asset Management’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 Q1	$354K	Sell	2,150 -1,783	-45%	-$326K	0.13%	230
2025 Q4	$752K	Sell	3,933 -1,673	-30%	-$319K	0.3%	131
2025 Q3	$1.1M	Buy	+5,606	New	+$1.04M	0.38%	108
2025 Q2	–	Sell	-11,603	Closed	-$1.63M	–	293
2025 Q1	$1.63M	Buy	11,603 +7,437	+179%	+$1.1M	0.38%	115
2024 Q4	$589K	Buy	+4,166	New	+$612K	0.16%	205
2024 Q2	–	Sell	-10,029	Closed	-$1.25M	–	318
2024 Q1	$1.25M	Buy	+10,029	New	+$1.11M	0.26%	147

Other funds holding AWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LECAP Asset Management's AWI Position: Q1 2026 in Review

LECAP Asset Management reduced its Armstrong World Industries (AWI) stake by 45% in Q1 2026, selling an estimated $326K and leaving 2,150 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #230.

LECAP Asset Management first reported a position in AWI in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2025. 470 funds tracked by Wall St. Rank hold AWI as of Q1 2026.

LECAP Asset Management held 2,150 shares of Armstrong World Industries worth $354K as of Q1 2026.
LECAP Asset Management sold 1,783 Armstrong World Industries shares in Q1 2026, an estimated $326K.
Armstrong World Industries made up 0.13% of LECAP Asset Management's portfolio in Q1 2026, its #230 holding.
LECAP Asset Management first reported a position in Armstrong World Industries in Q1 2024 and has held it in 6 quarters since.
LECAP Asset Management's Armstrong World Industries position peaked at $1.63M in Q1 2025.
470 funds tracked by Wall St. Rank held Armstrong World Industries as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.