Geode Capital Management
BLDR icon

Geode Capital Management’s Builders FirstSource BLDR Stock Holding History

Geode Capital Management’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253M Sell
2,834,402
-50,117
-2% -$4M 0.01% 701
2026
Q1 		$237M Buy
2,884,519
+66,561
+2% +$7.11M 0.01% 673
2025
Q4 		$289M Buy
2,817,958
+14,420
+0.5% +$1.62M 0.02% 592
2025
Q3 		$339M Sell
2,803,538
-78,767
-3% -$10.4M 0.02% 521
2025
Q2 		$335M Sell
2,882,305
-72,471
-2% -$8.36M 0.02% 508
2025
Q1 		$368M Buy
2,954,776
+195,422
+7% +$28.4M 0.03% 469
2024
Q4 		$393M Sell
2,759,354
-63,604
-2% -$11.3M 0.03% 452
2024
Q3 		$545M Sell
2,822,958
-97,680
-3% -$16.2M 0.04% 349
2024
Q2 		$404M Sell
2,920,638
-54,273
-2% -$9.21M 0.04% 407
2024
Q1 		$620M Buy
2,974,911
+58,960
+2% +$10.9M 0.06% 312
2023
Q4 		$487M Buy
2,915,951
+898,114
+45% +$119M 0.05% 332
2023
Q3 		$252M Buy
2,017,837
+5,679
+0.3% +$784K 0.03% 468
2023
Q2 		$274M Sell
2,012,158
-126,681
-6% -$14.1M 0.03% 448
2023
Q1 		$191M Buy
2,138,839
+35,562
+2% +$2.82M 0.02% 527
2022
Q4 		$137M Sell
2,103,277
-71,887
-3% -$4.49M 0.02% 592
2022
Q3 		$129M Sell
2,175,164
-205,104
-9% -$12.8M 0.02% 598
2022
Q2 		$128M Sell
2,380,268
-263,737
-10% -$16.2M 0.02% 604
2022
Q1 		$171M Buy
2,644,005
+132,863
+5% +$9.64M 0.02% 579
2021
Q4 		$215M Sell
2,511,142
-121,351
-5% -$8.22M 0.03% 530
2021
Q3 		$136M Sell
2,632,493
-151,751
-5% -$7.41M 0.02% 645
2021
Q2 		$119M Sell
2,784,244
-672,620
-19% -$31.2M 0.02% 708
2021
Q1 		$160M Buy
3,456,864
+306,461
+10% +$13M 0.02% 574
2020
Q4 		$129M Buy
3,150,403
+1,418,647
+82% +$50.3M 0.02% 599
2020
Q3 		$56.5M Sell
1,731,756
-3,922
-0.2% -$106K 0.01% 858
2020
Q2 		$35.9M Buy
1,735,678
+54,609
+3% +$987K 0.01% 1085
2020
Q1 		$20.6M Buy
1,681,069
+19,535
+1% +$441K 0.01% 1272
2019
Q4 		$42.2M Buy
1,661,534
+127,916
+8% +$3.06M 0.01% 1051
2019
Q3 		$31.6M Buy
1,533,618
+43,835
+3% +$817K 0.01% 1165
2019
Q2 		$25.1M Buy
1,489,783
+113,913
+8% +$1.7M 0.01% 1331
2019
Q1 		$18.4M Buy
1,375,870
+95,046
+7% +$1.25M ﹤0.01% 1468
2018
Q4 		$14M Buy
1,280,824
+115,326
+10% +$1.45M ﹤0.01% 1541
2018
Q3 		$17.1M Buy
1,165,498
+59,387
+5% +$1.01M ﹤0.01% 1520
2018
Q2 		$20.2M Buy
1,106,111
+32,871
+3% +$628K 0.01% 1349
2018
Q1 		$21.3M Buy
1,073,240
+85,638
+9% +$1.81M 0.01% 1216
2017
Q4 		$21.5M Buy
987,602
+35,921
+4% +$681K 0.01% 1217
2017
Q3 		$17.1M Buy
951,681
+108,196
+13% +$1.74M 0.01% 1363
2017
Q2 		$12.9M Buy
843,485
+75,994
+10% +$1.14M 0.01% 1495
2017
Q1 		$11.4M Buy
767,491
+100,471
+15% +$1.3M ﹤0.01% 1524
2016
Q4 		$7.32M Buy
667,020
+44,428
+7% +$482K ﹤0.01% 1808
2016
Q3 		$7.17M Buy
622,592
+37,666
+6% +$474K ﹤0.01% 1715
2016
Q2 		$6.58M Buy
584,926
+121,577
+26% +$1.4M ﹤0.01% 1723
2016
Q1 		$5.22K Buy
463,349
+29,146
+7% +$252K ﹤0.01% 1843
2015
Q4 		$4.81M Buy
434,203
+12,647
+3% +$161K ﹤0.01% 1902
2015
Q3 		$5.34M Buy
421,556
+89,816
+27% +$1.28M ﹤0.01% 1796
2015
Q2 		$4.26M Buy
331,740
+3,020
+0.9% +$36.9K ﹤0.01% 1997
2015
Q1 		$2.19M Buy
328,720
+5,828
+2% +$36.4K ﹤0.01% 2379
2014
Q4 		$2.22M Buy
322,892
+9,434
+3% +$56.4K ﹤0.01% 2361
2014
Q3 		$1.71M Buy
313,458
+552
+0.2% +$3.6K ﹤0.01% 2452
2014
Q2 		$2.34M Buy
312,906
+2,203
+0.7% +$17.2K ﹤0.01% 2277
2014
Q1 		$2.83M Buy
310,703
+13,154
+4% +$107K ﹤0.01% 2135
2013
Q4 		$2.12M Buy
297,549
+3,664
+1% +$24.9K ﹤0.01% 2256
2013
Q3 		$1.73M Buy
293,885
+7,449
+3% +$44.5K ﹤0.01% 2252
2013
Q2 		$1.71M Buy
+286,436
New +$1.79M ﹤0.01% 2137

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Geode Capital Management's BLDR Position: Q2 2026 in Review

Geode Capital Management reduced its Builders FirstSource (BLDR) stake by 1.7% in Q2 2026, selling an estimated $4M and leaving 2,834,402 shares worth $253M. The position accounts for 0.01% of the portfolio, ranked #701.

Geode Capital Management first reported a position in BLDR in Q2 2013 and has held it in 53 quarters since. The position peaked at $620M in Q1 2024. 608 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Geode Capital Management held 2,834,402 shares of Builders FirstSource worth $253M as of Q2 2026.
  • Geode Capital Management sold 50,117 Builders FirstSource shares in Q2 2026, an estimated $4M.
  • Builders FirstSource made up 0.01% of Geode Capital Management's portfolio in Q2 2026, its #701 holding.
  • Geode Capital Management first reported a position in Builders FirstSource in Q2 2013 and has held it in 53 quarters since.
  • Geode Capital Management's Builders FirstSource position peaked at $620M in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.