LPL Financial’s Avalon Holdings AWX Stock Holding History

LPL Financial’s Portfolio AWX Stock Details AWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.2K	Hold	16,538	–	–	﹤0.01%	6053
2026 Q1	$42.8K	Buy	+16,538	New	+$43.7K	﹤0.01%	5801

Other funds holding AWX

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial's AWX Position: Q2 2026 in Review

LPL Financial held its Avalon Holdings (AWX) position steady in Q2 2026 at 16,538 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6053.

LPL Financial first reported a position in AWX in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.8K in Q1 2026. 16 funds tracked by Wall St. Rank hold AWX as of Q2 2026.

LPL Financial held 16,538 shares of Avalon Holdings worth $41.2K as of Q2 2026.
LPL Financial left its Avalon Holdings share count unchanged in Q2 2026.
Avalon Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6053 holding.
LPL Financial first reported a position in Avalon Holdings in Q1 2026 and has held it in 2 quarters since.
LPL Financial's Avalon Holdings position peaked at $42.8K in Q1 2026.
16 funds tracked by Wall St. Rank held Avalon Holdings as of Q2 2026.

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