LPL Financial’s American Water Works AWK Stock Holding History

LPL Financial’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Buy	+3,600	New	+$476K	﹤0.01%	4769

Other funds holding AWK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's AWK Position: Q1 2026 in Review

LPL Financial increased its American Water Works (AWK) stake by 1.6% in Q1 2026, buying an estimated $863K and bringing the position to 427,276 shares worth $58.1M. The position accounts for 0.02% of the portfolio, ranked #845.

LPL Financial first reported a position in AWK in Q2 2013 and has held it in 52 quarters since. 1,136 funds tracked by Wall St. Rank hold AWK as of Q1 2026.

LPL Financial held 427,276 shares of American Water Works worth $58.1M as of Q1 2026.
LPL Financial bought 6,533 American Water Works shares in Q1 2026, an estimated $863K.
American Water Works made up 0.02% of LPL Financial's portfolio in Q1 2026, its #845 holding.
LPL Financial first reported a position in American Water Works in Q2 2013 and has held it in 52 quarters since.
1,136 funds tracked by Wall St. Rank held American Water Works as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.