Position in WMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$215,506
-$77,952 QoQ
Shares Held
1,373
-35.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#416
of 543 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $5,121,545 across 3 Building Products & Equipment names. WMS ranks #3 (4.2% of the industry book) .
All Filings in WMS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,506 | 1,373 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $293,458 | 2,140 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $329,922 | 2,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $315,958 | 2,278 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $261,651 | 2,278 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $247,504 | 2,278 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $263,336 | 2,278 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $358,010 | 2,278 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $365,368 | 2,278 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $392,362 | 2,278 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $320,377 | 2,278 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $243,596 | 2,140 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||