Lindbrook Capital’s GMS Inc GMS Stock Holding History

Lindbrook Capital’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	$9.66K	Buy	132 +2	+2%	+$159	﹤0.01%	1665
2024 Q4	$11K	Hold	130	–	–	﹤0.01%	1608
2024 Q3	$11.8K	Hold	130	–	–	﹤0.01%	1578
2024 Q2	$10.5K	Hold	130	–	–	﹤0.01%	1600
2024 Q1	$12.7K	Hold	130	–	–	﹤0.01%	1443
2023 Q4	$10.7K	Sell	130 -39	-23%	-$2.61K	﹤0.01%	1517
2023 Q3	$10.8K	Buy	169 +39	+30%	+$2.71K	﹤0.01%	1370
2023 Q2	$9K	Hold	130	–	–	﹤0.01%	1527
2023 Q1	$7.53K	Hold	130	–	–	﹤0.01%	1635
2022 Q4	$6.47K	Buy	130 +112	+622%	+$5.37K	﹤0.01%	1671
2022 Q3	$1K	Buy	+18	New	+$861	﹤0.01%	2336
2020 Q2	–	Sell	-435	Closed	-$7K	–	1775
2020 Q1	$7K	Hold	435	–	–	﹤0.01%	869
2019 Q4	$12K	Hold	435	–	–	﹤0.01%	876
2019 Q3	$12K	Hold	435	–	–	﹤0.01%	848
2019 Q2	$9K	Hold	435	–	–	﹤0.01%	923
2019 Q1	$6K	Hold	435	–	–	﹤0.01%	1031
2018 Q4	$6K	Buy	+435	New	+$7.64K	﹤0.01%	965

Other funds holding GMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lindbrook Capital's GMS Position: Q1 2025 in Review

Lindbrook Capital increased its GMS Inc (GMS) stake by 1.5% in Q1 2025, buying an estimated $159 and bringing the position to 132 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Lindbrook Capital first reported a position in GMS in Q4 2018 and has held it in 17 quarters since. The position peaked at $12.7K in Q1 2024. 272 funds tracked by Wall St. Rank hold GMS as of Q1 2025.

Lindbrook Capital held 132 shares of GMS Inc worth $9.66K as of Q1 2025.
Lindbrook Capital bought 2 GMS Inc shares in Q1 2025, an estimated $159.
GMS Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1665 holding.
Lindbrook Capital first reported a position in GMS Inc in Q4 2018 and has held it in 17 quarters since.
Lindbrook Capital's GMS Inc position peaked at $12.7K in Q1 2024.
272 funds tracked by Wall St. Rank held GMS Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.