LFA
GMS

LGT Financial Advisors’s GMS Inc GMS Stock Holding History

LGT Financial Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-129
Closed -$10.9K – 483
2024
Q4 		$10.9K Hold
129
– – 0.02% 419
2024
Q3 		$11.7K Hold
129
– – 0.03% 390
2024
Q2 		$10.4K Hold
129
– – 0.02% 468
2024
Q1 		$12.6K Hold
129
– – 0.01% 455
2023
Q4 		$10.6K Hold
129
– – 0.01% 473
2023
Q3 		$8.25K Buy
+129
New +$8.95K 0.01% 517

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's GMS Position: Q1 2025 in Review

LGT Financial Advisors sold out of GMS Inc (GMS) in Q1 2025, closing a stake of 129 shares — an estimated $10.9K sold.

LGT Financial Advisors first reported a position in GMS in Q3 2023 and held it in 6 quarters. The position peaked at $12.6K in Q1 2024. 272 funds tracked by Wall St. Rank hold GMS as of Q1 2025.

  • LGT Financial Advisors reported no remaining GMS Inc position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 129 GMS Inc shares in Q1 2025, an estimated $10.9K.
  • LGT Financial Advisors first reported a position in GMS Inc in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's GMS Inc position peaked at $12.6K in Q1 2024.
  • 272 funds tracked by Wall St. Rank held GMS Inc as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.