Position in WMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$405,113
+$223,965 QoQ
Shares Held
2,581
+95.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#51
of 134 holders
Holding Since
Mar 2020
24 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, 2026IFP Advisors, Inc holds $12,560,128 across 27 Building Products & Equipment names. WMS ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
96,934 | $7,110,108 | |
| 2 | JCI |
Johnson Controls International plc
|
12,053 | $1,761,063 | |
| 3 | SWIM |
Latham Group, Inc.
|
149,503 | $967,284 | |
| 4 | TT |
Trane Technologies plc
|
1,707 | $838,410 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
This page
|
2,581 | $405,113 | |
| 6 | OC |
Owens Corning
|
1,493 | $237,327 | |
| 7 | LPX |
Louisiana-Pacific Corp
|
2,738 | $215,371 | |
| 8 | MAS |
Masco Corp /De/
|
2,434 | $198,054 |
All Filings in WMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,113 | 2,581 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $181,148 | 1,321 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,358 | 37 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,219 | 16 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $20,208 | 186 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,525 | 117 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,444 | 111 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,405 | 15 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $17,568 | 102 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $455 | 4 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $46,736 | 555 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $47,460 | 579 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $91,909 | 739 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $66,201 | 735 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $87,325 | 735 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $98,421 | 723 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $78,206 | 723 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $91,274 | 783 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $61,930 | 599 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $54,327 | 650 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,059 | 49 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,420 | 49 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,442 | 49 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||