Lodestone Wealth Management’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Lodestone Wealth Management's AWK Position: Q2 2026 in Review
Lodestone Wealth Management reduced its American Water Works (AWK) stake by 34% in Q2 2026, selling an estimated $3.98K and leaving 59 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #545.
Lodestone Wealth Management first reported a position in AWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.2K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold AWK as of Q2 2026.
- Lodestone Wealth Management held 59 shares of American Water Works worth $7.76K as of Q2 2026.
- Lodestone Wealth Management sold 31 American Water Works shares in Q2 2026, an estimated $3.98K.
- American Water Works made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #545 holding.
- Lodestone Wealth Management first reported a position in American Water Works in Q4 2025 and has held it in 3 quarters since.
- Lodestone Wealth Management's American Water Works position peaked at $12.2K in Q1 2026.
- 1,123 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.
Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.