LPL Financial
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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
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 		$1.03M 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's WMS Position: Q2 2026 in Review

LPL Financial increased its Advanced Drainage Systems (WMS) stake by 1.5% in Q2 2026, buying an estimated $93.7K and bringing the position to 43,590 shares worth $6.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

LPL Financial first reported a position in WMS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.02M in Q3 2025. 552 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • LPL Financial held 43,590 shares of Advanced Drainage Systems worth $6.84M as of Q2 2026.
  • LPL Financial bought 656 Advanced Drainage Systems shares in Q2 2026, an estimated $93.7K.
  • Advanced Drainage Systems made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2504 holding.
  • LPL Financial first reported a position in Advanced Drainage Systems in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Advanced Drainage Systems position peaked at $7.02M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.