TD PRIVATE CLIENT WEALTH LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1551017
NEW YORK, NY
Position in WMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,098
+$139 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 543 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $7,823,082 across 14 Building Products & Equipment names. WMS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
13,228 | $1,932,743 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
24,126 | $1,769,642 | |
| 3 | LII |
Lennox International Inc
|
2,048 | $1,173,401 | |
| 4 | CSL |
Carlisle Companies Inc
|
1,985 | $720,058 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
12,610 | $692,289 | |
| 6 | TT |
Trane Technologies plc
|
1,193 | $585,953 | |
| 7 | AWI |
Armstrong World Industries Inc
|
2,017 | $323,567 | |
| 8 | OC |
Owens Corning
|
1,814 | $288,353 |
All Filings in WMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098 | 7 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $959 | 7 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,027 | 14 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,803 | 13 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $689 | 6 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,195 | 11 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,704 | 58 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,728 | 11 | Shares | Defined | 2024-11-18 | |
| 2022-12-31 | $819 | 10 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,243 | 10 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $900 | 10 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,732 | 23 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,361 | 10 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,081 | 10 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,165 | 10 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||