LPL Financial
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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
Q1 		$42.8K Buy
+16,538
New +$43.7K ﹤0.01% 5801

Other funds holding AWX

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

LPL Financial's AWX Position: Q1 2026 in Review

LPL Financial opened a new position in Avalon Holdings (AWX) in Q1 2026: 16,538 shares worth $42.8K. The stake represents ﹤0.01% of the portfolio and ranks #5801 among its holdings.

16 funds tracked by Wall St. Rank hold AWX as of Q1 2026.

  • LPL Financial held 16,538 shares of Avalon Holdings worth $42.8K as of Q1 2026.
  • Avalon Holdings was a new LPL Financial position in Q1 2026.
  • Avalon Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5801 holding.
  • 16 funds tracked by Wall St. Rank held Avalon Holdings as of Q1 2026.

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