POWL β€” POWELL INDS INC

Ownership history in ADVISORS MANAGEMENT GROUP INC /ADV  Β·  6 quarters on record

AI Ownership Summary

ADVISORS MANAGEMENT GROUP INC /ADV reported POWELL INDS INC (POWL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.53% in 2025 Q3. The latest visible filing shows POWL at 1.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this POWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADVISORS MANAGEMENT GROUP INC /ADV's position in POWELL INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

POWL was reported at 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ADVISORS MANAGEMENT GROUP INC /ADV held POWL β€” position size vs. price
% of Fund (quarterly)    POWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,131 -2,378 -8.3% 1.52% $8.3M 2026-02-14 (Est.) $194.93
2025 Q3 REDUCED 28,509 -6,063 -17.5% 1.53% $8.7M 2025-12-18 $109.53
2025 Q2 ADDED 34,572 +306 +0.9% 1.37% $7.3M 2025-07-16 $72.36
2025 Q1 ADDED 34,266 +17,059 +99.1% 1.27% $5.8M 2025-04-25 $61.96
2024 Q4 ADDED 17,207 +356 +2.1% 0.90% $3.8M 2025-01-14 $78.91
2024 Q3 INITIATED 16,851 β€” β€” 0.88% $3.7M 2024-10-31 $84.49

FAQ About ADVISORS MANAGEMENT GROUP INC /ADV and POWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADVISORS MANAGEMENT GROUP INC /ADV reported owning POWL?

ADVISORS MANAGEMENT GROUP INC /ADV reported POWL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported POWL position in ADVISORS MANAGEMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for POWL was 1.53% in 2025 Q3.

What is the latest reported POWL position on this page?

The most recent filing on this page is 2025 Q4, when ADVISORS MANAGEMENT GROUP INC /ADV reported 26,131 shares, equal to 1.52% of portfolio, with an estimated market value of $8.3M.

What does the chart on this POWL ownership page compare?

The chart compares ADVISORS MANAGEMENT GROUP INC /ADV's quarterly POWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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