Position in WMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$918,059
+$373,064 QoQ
Shares Held
5,849
+55.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#280
of 543 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95%
Shared 2%
None 2%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Savant Capital, LLC holds $30,520,040 across 13 Building Products & Equipment names. WMS ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIRJW |
AirJoule Technologies Corp.
|
1,504,777 | $8,336,464 | |
| 2 | TT |
Trane Technologies plc
|
14,603 | $7,172,409 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
53,238 | $3,905,007 | |
| 4 | JCI |
Johnson Controls International plc
|
26,116 | $3,815,808 | |
| 5 | AWI |
Armstrong World Industries Inc
|
7,386 | $1,184,862 | |
| 6 | NPKI |
NPK International Inc.
|
66,508 | $1,058,142 | |
| 7 | AAON |
Aaon, Inc.
|
8,328 | $1,056,490 | |
| 8 | MAS |
Masco Corp /De/
|
11,821 | $961,874 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,059 | 5,849 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $544,995 | 3,763 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $671,169 | 4,839 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $715,462 | 6,229 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $707,311 | 6,510 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $727,586 | 6,294 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $958,361 | 6,098 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $951,112 | 5,930 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||