Quaker Wealth Management, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1733472
MOORESTOWN, NJ
Position in WMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$313
+$39 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#536
of 543 holders
Holding Since
Jun 2025
5 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, 2026Quaker Wealth Management, LLC holds $73,724 across 10 Building Products & Equipment names. WMS ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
882 | $64,694 | |
| 2 | TT |
Trane Technologies plc
|
6 | $2,946 | |
| 3 | JCI |
Johnson Controls International plc
|
13 | $1,899 | |
| 4 | TREX |
Trex Co Inc
|
23 | $1,150 | |
| 5 | LII |
Lennox International Inc
|
2 | $1,145 | |
| 6 | OC |
Owens Corning
|
4 | $635 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
7 | $384 | |
| 8 | LPX |
Louisiana-Pacific Corp
|
4 | $314 |
All Filings in WMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313 | 2 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $274 | 2 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $289 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $277 | 2 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $229 | 2 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||