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Johnson Investment Counsel’s Builders FirstSource BLDR Stock Holding History

Johnson Investment Counsel’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
2025
Q2 		– Sell
-2,611
Closed -$326K – 823
2025
Q1 		$326K Buy
2,611
+58
+2% +$8.44K ﹤0.01% 621
2024
Q4 		$365K Hold
2,553
– – ﹤0.01% 598
2024
Q3 		$495K Hold
2,553
– – ﹤0.01% 518
2024
Q2 		$353K Buy
2,553
+8
+0.3% +$1.36K ﹤0.01% 558
2024
Q1 		$531K Buy
+2,545
New +$470K 0.01% 492

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Johnson Investment Counsel's BLDR Position: Q2 2025 in Review

Johnson Investment Counsel sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 2,611 shares — an estimated $326K sold.

Johnson Investment Counsel first reported a position in BLDR in Q1 2024 and held it in 5 quarters. The position peaked at $531K in Q1 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

  • Johnson Investment Counsel reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 2,611 Builders FirstSource shares in Q2 2025, an estimated $326K.
  • Johnson Investment Counsel first reported a position in Builders FirstSource in Q1 2024 and held it in 5 quarters.
  • Johnson Investment Counsel's Builders FirstSource position peaked at $531K in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Johnson Investment Counsel's 13F filing for Q2 2025, filed 25 Jul 2025.