Position in WMS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$17,265
+$2,181 QoQ
Shares Held
110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 543 holders
Holding Since
Mar 2026
2 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, 2026CX Institutional holds $16,825,022 across 11 Building Products & Equipment names. WMS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSL |
Carlisle Companies Inc
|
31,783 | $11,529,283 | |
| 2 | JCI |
Johnson Controls International plc
|
14,779 | $2,159,359 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
13,771 | $1,010,102 | |
| 4 | TT |
Trane Technologies plc
|
1,971 | $968,076 | |
| 5 | MAS |
Masco Corp /De/
|
6,666 | $542,412 | |
| 6 | LII |
Lennox International Inc
|
537 | $307,674 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
2,616 | $234,079 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
499 | $27,395 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,265 | 110 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $15,084 | 110 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||