Position in WMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,841,886
+$954,347 QoQ
Shares Held
43,590
+1.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 547 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026LPL Financial LLC holds $397,694,246 across 26 Building Products & Equipment names. WMS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
235,316 | $115,577,806 | |
| 2 | JCI |
Johnson Controls International plc
|
595,837 | $87,057,744 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
1,002,330 | $73,520,905 | |
| 4 | MAS |
Masco Corp /De/
|
353,902 | $28,797,005 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
240,015 | $21,476,542 | |
| 6 | LII |
Lennox International Inc
|
22,178 | $12,706,885 | |
| 7 | CSL |
Carlisle Companies Inc
|
30,930 | $11,219,857 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
This page
|
43,590 | $6,841,886 |
All Filings in WMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,841,886 | 43,590 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,887,539 | 42,934 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,614,965 | 45,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,017,526 | 50,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,503,402 | 47,914 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,017,956 | 18,573 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,057,795 | 17,801 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,643,588 | 16,821 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,531,979 | 28,256 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,863,368 | 28,236 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,379,488 | 16,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,943,761 | 17,076 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,171,036 | 19,081 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,062,555 | 24,493 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,385,211 | 16,899 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,099,241 | 16,879 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $493,403 | 5,478 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $828,105 | 6,970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,034,996 | 7,603 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,167,325 | 29,281 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,118,364 | 26,751 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,075,542 | 29,747 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $385,136 | 4,608 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $241,580 | 3,869 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $542,757 | 10,987 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||