LRI Investments’s GMS Inc GMS Stock Holding History

LRI Investments’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 Q3	–	Sell	-1,096	Closed	-$119K	–	1328
2025 Q2	$119K	Buy	1,096 +3	+0.3%	+$232	0.01%	397
2025 Q1	$80K	Sell	1,093 -338	-24%	-$26.9K	0.01%	454
2024 Q4	$121K	Hold	1,431	–	–	0.01%	386
2024 Q3	$143K	Buy	1,431 +57	+4%	+$5.04K	0.01%	343
2024 Q2	$111K	Buy	+1,374	New	+$127K	0.01%	363

Other funds holding GMS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LRI Investments's GMS Position: Q3 2025 in Review

LRI Investments sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 1,096 shares — an estimated $119K sold.

LRI Investments first reported a position in GMS in Q2 2024 and held it in 5 quarters. The position peaked at $143K in Q3 2024. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

LRI Investments reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
LRI Investments sold 1,096 GMS Inc shares in Q3 2025, an estimated $119K.
LRI Investments first reported a position in GMS Inc in Q2 2024 and held it in 5 quarters.
LRI Investments's GMS Inc position peaked at $143K in Q3 2024.
3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.