Position in WMS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$333,500
-$261,027 QoQ
Shares Held
2,432
-40.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Aaron Wealth Advisors LLC holds $4,426,817 across 6 Building Products & Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
|
17,314 | $1,408,840 | |
| 2 | TT |
Trane Technologies plc
|
2,538 | $1,246,564 | |
| 3 | JCI |
Johnson Controls International plc
|
7,280 | $1,063,680 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
6,598 | $362,230 | |
| 5 | OC |
Owens Corning
|
2,036 | $323,642 | |
| 6 | JELD |
JELD-WEN Holding, Inc.
|
14,574 | $21,861 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,500 | 2,432 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $594,527 | 4,105 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||