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Lawson Kroeker Investment Management’s MSC Industrial Direct MSM Stock Holding History

Lawson Kroeker Investment Management’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40,761
Closed -$3.76M – 59
2026
Q1 		$3.76M Sell
40,761
-3,342
-8% -$299K 1.1% 28
2025
Q4 		$3.71M Sell
44,103
-31,944
-42% -$2.77M 1.1% 29
2025
Q3 		$7.01M Sell
76,047
-47
-0.1% -$4.19K 1.28% 25
2025
Q2 		$6.47M Buy
76,094
+133
+0.2% +$10.5K 1.2% 29
2025
Q1 		$5.9M Buy
75,961
+3,254
+4% +$260K 1.09% 30
2024
Q4 		$5.43M Buy
72,707
+79
+0.1% +$6.51K 1.02% 34
2024
Q3 		$6.25M Buy
72,628
+1,596
+2% +$131K 1.14% 31
2024
Q2 		$5.63M Buy
71,032
+956
+1% +$84.9K 1.09% 32
2024
Q1 		$6.8M Buy
70,076
+486
+0.7% +$47.7K 1.29% 28
2023
Q4 		$7.05M Buy
69,590
+80
+0.1% +$7.92K 1.45% 25
2023
Q3 		$6.82M Buy
69,510
+146
+0.2% +$14.4K 1.5% 26
2023
Q2 		$6.61M Sell
69,364
-6,792
-9% -$623K 1.59% 28
2023
Q1 		$6.4M Buy
+76,156
New +$6.31M 1.44% 27

Other funds holding MSM

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Lawson Kroeker Investment Management's MSM Position: Q2 2026 in Review

Lawson Kroeker Investment Management sold out of MSC Industrial Direct (MSM) in Q2 2026, closing a stake of 40,761 shares — an estimated $3.76M sold.

Lawson Kroeker Investment Management first reported a position in MSM in Q1 2023 and held it in 13 quarters. The position peaked at $7.05M in Q4 2023. 112 funds tracked by Wall St. Rank hold MSM as of Q2 2026.

  • Lawson Kroeker Investment Management reported no remaining MSC Industrial Direct position as of Q2 2026 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 40,761 MSC Industrial Direct shares in Q2 2026, an estimated $3.76M.
  • Lawson Kroeker Investment Management first reported a position in MSC Industrial Direct in Q1 2023 and held it in 13 quarters.
  • Lawson Kroeker Investment Management's MSC Industrial Direct position peaked at $7.05M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.