Lodestone Wealth Management LLC
Position in AWK — American Water Works Company, Inc.
CIK 1950158
SPOKANE, WA
Position in AWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,763
-$4,485 QoQ
Shares Held
59
-34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,033
of 1,121 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AWK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Lodestone Wealth Management LLC holds $7,763 across 1 Utilities - Regulated Water name. AWK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
This page
|
59 | $7,763 |
All Filings in AWK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,763 | 59 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,248 | 90 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,745 | 90 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||