LPL Financial’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
$342K Sell
2,600
-1,000
-28% -$128K ﹤0.01% 5342
2026
Q1
$490K Buy
+3,600
New +$476K ﹤0.01% 4769

Other funds holding AWK

LPL Financial's AWK Position: Q2 2026 in Review

LPL Financial increased its American Water Works (AWK) stake by 9.1% in Q2 2026, buying an estimated $5.01M and bringing the position to 466,253 shares worth $61.3M. The position accounts for 0.01% of the portfolio, ranked #906.

LPL Financial first reported a position in AWK in Q2 2013 and has held it in 53 quarters since. 1,132 funds tracked by Wall St. Rank hold AWK as of Q2 2026.

  • LPL Financial held 466,253 shares of American Water Works worth $61.3M as of Q2 2026.
  • LPL Financial bought 38,977 American Water Works shares in Q2 2026, an estimated $5.01M.
  • American Water Works made up 0.01% of LPL Financial's portfolio in Q2 2026, its #906 holding.
  • LPL Financial first reported a position in American Water Works in Q2 2013 and has held it in 53 quarters since.
  • 1,132 funds tracked by Wall St. Rank held American Water Works as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.