MWA Asset Management
MWA Asset Management reported 129 positions worth $221.3M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: STX (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STX | SH | $11.3M | 5.10% | 11,690 | — | — | |
| ▸ 2 | CAT | SH | $10.1M | 4.57% | 9,493 | — | — | |
| ▸ 3 | LRCX | SH | $8.4M | 3.80% | 19,405 | — | — | |
| ▸ 4 | DELL | SH | $8.4M | 3.79% | 19,443 | — | — | |
| ▸ 5 | AVGO | SH | $8.1M | 3.65% | 21,372 | — | — | |
| ▸ 6 | AAPL | SH | $8.0M | 3.61% | 27,571 | — | — | |
| ▸ 7 | NVDA | SH | $7.6M | 3.42% | 37,795 | — | — | |
| ▸ 8 | GOOG | SH | $6.8M | 3.06% | 19,167 | — | — | |
| ▸ 9 | URI | SH | $6.3M | 2.87% | 5,604 | — | — | |
| ▸ 10 | DE | SH | $6.0M | 2.70% | 9,410 | — | — |
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Frequently Asked Questions
What stocks does MWA Asset Management hold as of Q2 2026?
MWA Asset Management reported 129 positions worth $221.3M in its Q2 2026 13F filing. Largest positions: STX (5.1%), CAT (4.6%), LRCX (3.8%), DELL (3.8%) and AVGO (3.6%).
What did MWA Asset Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MWA Asset Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.