LPL Financial
WMS icon

LPL Financial’s Advanced Drainage Systems WMS Stock Holding History

LPL Financial’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.16M Sell
40,694
-2,896
-7% -$405K ﹤0.01% 2801
2026
Q2 		$6.84M Buy
43,590
+656
+2% +$93.7K ﹤0.01% 2504
2026
Q1 		$5.89M Sell
42,934
-2,740
-6% -$424K ﹤0.01% 2482
2025
Q4 		$6.61M Sell
45,674
-4,921
-10% -$713K ﹤0.01% 2293
2025
Q3 		$7.02M Buy
50,595
+2,681
+6% +$352K ﹤0.01% 2201
2025
Q2 		$5.5M Buy
47,914
+29,341
+158% +$3.29M ﹤0.01% 2222
2025
Q1 		$2.02M Buy
18,573
+772
+4% +$90K ﹤0.01% 2943
2024
Q4 		$2.06M Buy
17,801
+980
+6% +$136K ﹤0.01% 2834
2024
Q3 		$2.64M Sell
16,821
-11,435
-40% -$1.79M ﹤0.01% 2467
2024
Q2 		$4.53M Buy
28,256
+20
+0.1% +$3.34K ﹤0.01% 1937
2024
Q1 		$4.86M Buy
28,236
+11,317
+67% +$1.7M ﹤0.01% 1807
2023
Q4 		$2.38M Sell
16,919
-157
-0.9% -$18.9K ﹤0.01% 2269
2023
Q3 		$1.94M Sell
17,076
-2,005
-11% -$245K ﹤0.01% 2304
2023
Q2 		$2.17M Sell
19,081
-5,412
-22% -$511K ﹤0.01% 2172
2023
Q1 		$2.06M Buy
24,493
+7,594
+45% +$668K ﹤0.01% 2118
2022
Q4 		$1.39M Buy
16,899
+20
+0.1% +$2.03K ﹤0.01% 2384
2022
Q3 		$2.1M Buy
16,879
+11,401
+208% +$1.42M ﹤0.01% 1942
2022
Q2 		$493K Sell
5,478
-1,492
-21% -$153K ﹤0.01% 3219
2022
Q1 		$828K Sell
6,970
-633
-8% -$75.1K ﹤0.01% 2770
2021
Q4 		$1.04M Sell
7,603
-21,678
-74% -$2.67M ﹤0.01% 2629
2021
Q3 		$3.17M Buy
29,281
+2,530
+9% +$291K ﹤0.01% 1703
2021
Q2 		$3.12M Sell
26,751
-2,996
-10% -$333K ﹤0.01% 1660
2021
Q1 		$3.08M Buy
29,747
+25,139
+546% +$2.46M ﹤0.01% 1556
2020
Q4 		$385K Buy
4,608
+739
+19% +$52.4K ﹤0.01% 2995
2020
Q3 		$242K Sell
3,869
-7,118
-65% -$385K ﹤0.01% 3062
2020
Q2 		$543K Buy
+10,987
New +$451K ﹤0.01% 2316

Other funds holding WMS

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

LPL Financial's WMS Position: Q3 2026 in Review

LPL Financial reduced its Advanced Drainage Systems (WMS) stake by 6.6% in Q3 2026, selling an estimated $405K and leaving 40,694 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

LPL Financial first reported a position in WMS in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.02M in Q3 2025. 317 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • LPL Financial held 40,694 shares of Advanced Drainage Systems worth $5.16M as of Q3 2026.
  • LPL Financial sold 2,896 Advanced Drainage Systems shares in Q3 2026, an estimated $405K.
  • Advanced Drainage Systems made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2801 holding.
  • LPL Financial first reported a position in Advanced Drainage Systems in Q2 2020 and has held it in 26 quarters since.
  • LPL Financial's Advanced Drainage Systems position peaked at $7.02M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.