KCM Investment Advisors’s Builders FirstSource BLDR Stock Holding History

KCM Investment Advisors’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 Q1	$1.82M	Sell	22,140 -350	-2%	-$37.4K	0.06%	166
2025 Q4	$2.31M	Sell	22,490 -2,450	-10%	-$275K	0.07%	152
2025 Q3	$3.02M	Buy	24,940 +660	+3%	+$87.6K	0.1%	127
2025 Q2	$2.83M	Buy	24,280 +10,465	+76%	+$1.21M	0.1%	134
2025 Q1	$1.73M	Buy	+13,815	New	+$2.01M	0.06%	161

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KCM Investment Advisors's BLDR Position: Q1 2026 in Review

KCM Investment Advisors reduced its Builders FirstSource (BLDR) stake by 1.6% in Q1 2026, selling an estimated $37.4K and leaving 22,140 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #166.

KCM Investment Advisors first reported a position in BLDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.02M in Q3 2025. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

KCM Investment Advisors held 22,140 shares of Builders FirstSource worth $1.82M as of Q1 2026.
KCM Investment Advisors sold 350 Builders FirstSource shares in Q1 2026, an estimated $37.4K.
Builders FirstSource made up 0.06% of KCM Investment Advisors's portfolio in Q1 2026, its #166 holding.
KCM Investment Advisors first reported a position in Builders FirstSource in Q1 2025 and has held it in 5 quarters since.
KCM Investment Advisors's Builders FirstSource position peaked at $3.02M in Q3 2025.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.