Cornerstone Wealth Management, LLC
Position in AWR — American States Water Co
CIK 1674117
ST. PETERS, MO
Position in AWR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,924,223
+$553,027 QoQ
Shares Held
65,118
+8.0% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026Cornerstone Wealth Management, LLC holds $5,192,048 across 2 Utilities - Regulated Water names. AWR ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWR |
American States Water Co
This page
|
65,118 | $4,924,223 | |
| 2 | AWK |
American Water Works Company, Inc.
|
1,968 | $267,825 |
All Filings in AWR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,924,223 | 65,118 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,371,196 | 60,309 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,185,032 | 57,079 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,149,145 | 54,124 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,959,177 | 50,320 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,685,793 | 47,424 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,912,547 | 46,975 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,272,036 | 45,088 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,946,163 | 40,783 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,077,753 | 38,271 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,818,396 | 35,821 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,996,193 | 34,439 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,798,346 | 31,481 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $2,109,638 | 27,064 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,937,655 | 23,772 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,876,274 | 21,077 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,043,664 | 19,757 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,627,873 | 19,035 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,341,142 | 16,857 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,163,262 | 15,383 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,129,598 | 14,207 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,003,430 | 13,388 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $944,896 | 12,017 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $925,950 | 11,328 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||