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Livermore
Livermore
ZHEN

LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

AWK holding history

American Water Works Company, Inc. in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AWK overviewAll 13F holders of AWKFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2022
Holdings of AWK by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,408−100.0%Sold outHolders
Q3 20253,408$474.3K0.3%−218−6.0%ReducedHolders
Q2 20253,626$504.4K0.3%−170−4.5%ReducedHolders
Q1 20253,796$559.6K0.4%−30−0.8%ReducedHolders
Q4 20243,826$475.8K0.3%00.0%UnchangedHolders
Q3 20243,826$559.5K0.4%+826+27.5%AddedHolders
Q2 20243,000$387.5K0.3%−826−21.6%ReducedHolders
Q1 20243,826$467.6K0.4%+160+4.4%AddedHolders
Q4 20233,666$483.9K0.4%−75−2.0%ReducedHolders
Q3 20233,741$460.2K0.5%00.0%UnchangedHolders
Q2 20233,741$532.8K0.6%−29−0.8%ReducedHolders
Q1 20233,770$552.8K0.6%00.0%UnchangedHolders
Q4 20223,770$573.9K0.6%−286−7.1%ReducedHolders
Q3 20224,056$539.0K0.6%+29+0.7%AddedHolders
Q2 20224,027$600.0K0.7%+4,027NewHolders