Position in WMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,412
-$96 QoQ
Shares Held
9
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#515
of 543 holders
Holding Since
Mar 2021
15 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, 2026HARBOUR INVESTMENTS, INC. holds $2,815,416 across 22 Building Products & Equipment names. WMS ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
5,131 | $749,690 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
9,064 | $664,844 | |
| 3 | BLDR |
Builders FirstSource, Inc.
|
7,065 | $632,176 | |
| 4 | TT |
Trane Technologies plc
|
609 | $299,116 | |
| 5 | LII |
Lennox International Inc
|
188 | $107,714 | |
| 6 | LPX |
Louisiana-Pacific Corp
|
862 | $67,804 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
242 | $59,331 | |
| 8 | APOG |
Apogee Enterprises, Inc.
|
1,266 | $57,906 |
All Filings in WMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,412 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,508 | 11 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,703 | 67 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,015 | 65 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,661 | 58 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $4,400 | 28 | Shares | Sole | 2024-11-04 | |
| 2023-06-30 | $8,533 | 75 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $33,599 | 399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,165 | 551 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $65,791 | 529 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $47,647 | 529 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $72,012 | 529 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $60,575 | 560 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $56,070 | 481 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,642 | 219 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||