Lloyd Advisory Services’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
$526 Sell
4
-126
-97% -$16.2K ﹤0.01% 591
2026
Q1
$17.7K Buy
+130
New +$17.2K 0.01% 410
2023
Q4
Sell
-1,807
Closed -$224K 155
2023
Q3
$224K Buy
+1,807
New +$253K 0.07% 224

Other funds holding AWK

Lloyd Advisory Services's AWK Position: Q2 2026 in Review

Lloyd Advisory Services reduced its American Water Works (AWK) stake by 97% in Q2 2026, selling an estimated $16.2K and leaving 4 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Lloyd Advisory Services first reported a position in AWK in Q3 2023 and has held it in 3 quarters since. The position peaked at $224K in Q3 2023. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • Lloyd Advisory Services held 4 shares of American Water Works worth $526 as of Q2 2026.
  • Lloyd Advisory Services sold 126 American Water Works shares in Q2 2026, an estimated $16.2K.
  • American Water Works made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #591 holding.
  • Lloyd Advisory Services first reported a position in American Water Works in Q3 2023 and has held it in 3 quarters since.
  • Lloyd Advisory Services's American Water Works position peaked at $224K in Q3 2023.
  • 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.