Morgan Stanley’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Sell |
1,413,231
-130,488
| -8% | -$13.9M | 0.01% | 1312 |
|
|
2025
Q4 | $159M | Sell |
1,543,719
-235,844
| -13% | -$26.5M | 0.01% | 1083 |
|
|
2025
Q3 | $216M | Buy |
1,779,563
+30,480
| +2% | +$4.04M | 0.01% | 886 |
|
|
2025
Q2 | $204M | Buy |
1,749,083
+484,935
| +38% | +$56M | 0.01% | 871 |
|
|
2025
Q1 | $158M | Sell |
1,264,148
-344,635
| -21% | -$50.1M | 0.01% | 977 |
|
|
2024
Q4 | $230M | Buy |
1,608,783
+221,204
| +16% | +$39.1M | 0.02% | 770 |
|
|
2024
Q3 | $269M | Buy |
1,387,579
+11,291
| +0.8% | +$1.87M | 0.02% | 695 |
|
|
2024
Q2 | $190M | Sell |
1,376,288
-89,177
| -6% | -$15.1M | 0.01% | 829 |
|
|
2024
Q1 | $306M | Sell |
1,465,465
-1,907,589
| -57% | -$353M | 0.02% | 620 |
|
|
2023
Q4 | $563M | Buy |
3,373,054
+2,075,737
| +160% | +$276M | 0.02% | 620 |
|
|
2023
Q3 | $162M | Buy |
1,297,317
+95,250
| +8% | +$13.1M | 0.02% | 793 |
|
|
2023
Q2 | $163M | Buy |
1,202,067
+67,338
| +6% | +$7.49M | 0.02% | 804 |
|
|
2023
Q1 | $101M | Sell |
1,134,729
-313,950
| -22% | -$24.9M | 0.01% | 1057 |
|
|
2022
Q4 | $94M | Buy |
1,448,679
+411,896
| +40% | +$25.7M | 0.01% | 1068 |
|
|
2022
Q3 | $61.1M | Sell |
1,036,783
-1,422,407
| -58% | -$88.9M | 0.01% | 1175 |
|
|
2022
Q2 | $132M | Buy |
2,459,190
+1,333,143
| +118% | +$81.8M | 0.02% | 775 |
|
|
2022
Q1 | $72.7M | Buy |
1,126,047
+117,902
| +12% | +$8.56M | 0.01% | 1059 |
|
|
2021
Q4 | $86.4M | Buy |
1,008,145
+221,355
| +28% | +$15M | 0.01% | 987 |
|
|
2021
Q3 | $40.7M | Buy |
786,790
+116,393
| +17% | +$5.69M | 0.01% | 1436 |
|
|
2021
Q2 | $28.6M | Buy |
670,397
+239,238
| +55% | +$11.1M | ﹤0.01% | 1785 |
|
|
2021
Q1 | $20M | Sell |
431,159
-49,065
| -10% | -$2.09M | ﹤0.01% | 1916 |
|
|
2020
Q4 | $19.6M | Buy |
480,224
+455,373
| +1,832% | +$16.1M | ﹤0.01% | 1829 |
|
|
2020
Q3 | $811K | Sell |
24,851
-22,271
| -47% | -$605K | ﹤0.01% | 4356 |
|
|
2020
Q2 | $975K | Buy |
47,122
+12,929
| +38% | +$234K | ﹤0.01% | 4193 |
|
|
2020
Q1 | $419K | Sell |
34,193
-401,386
| -92% | -$9.07M | ﹤0.01% | 4477 |
|
|
2019
Q4 | $11.1M | Buy |
435,579
+331,715
| +319% | +$7.93M | ﹤0.01% | 2327 |
|
|
2019
Q3 | $2.14M | Buy |
103,864
+75,299
| +264% | +$1.4M | ﹤0.01% | 3724 |
|
|
2019
Q2 | $481K | Sell |
28,565
-29,675
| -51% | -$444K | ﹤0.01% | 4627 |
|
|
2019
Q1 | $777K | Sell |
58,240
-432,284
| -88% | -$5.68M | ﹤0.01% | 4277 |
|
|
2018
Q4 | $5.35M | Sell |
490,524
-3,349
| -0.7% | -$42.1K | ﹤0.01% | 2825 |
|
|
2018
Q3 | $7.25M | Buy |
493,873
+65,577
| +15% | +$1.11M | ﹤0.01% | 2765 |
|
|
2018
Q2 | $7.83M | Sell |
428,296
-96,205
| -18% | -$1.84M | ﹤0.01% | 2645 |
|
|
2018
Q1 | $10.4M | Sell |
524,501
-29,370
| -5% | -$622K | ﹤0.01% | 2299 |
|
|
2017
Q4 | $12.1M | Sell |
553,871
-196,904
| -26% | -$3.73M | ﹤0.01% | 2209 |
|
|
2017
Q3 | $13.5M | Buy |
750,775
+578,365
| +335% | +$9.33M | ﹤0.01% | 1976 |
|
|
2017
Q2 | $2.64M | Sell |
172,410
-950,522
| -85% | -$14.2M | ﹤0.01% | 3536 |
|
|
2017
Q1 | $16.7M | Buy |
1,122,932
+729,178
| +185% | +$9.43M | 0.01% | 1714 |
|
|
2016
Q4 | $4.32M | Buy |
393,754
+201,258
| +105% | +$2.18M | ﹤0.01% | 3148 |
|
|
2016
Q3 | $2.21M | Buy |
192,496
+35,738
| +23% | +$450K | ﹤0.01% | 3421 |
|
|
2016
Q2 | $1.76M | Buy |
156,758
+35,206
| +29% | +$406K | ﹤0.01% | 3525 |
|
|
2016
Q1 | $1.37M | Sell |
121,552
-226,883
| -65% | -$1.97M | ﹤0.01% | 3661 |
|
|
2015
Q4 | $3.86M | Sell |
348,435
-135,737
| -28% | -$1.73M | ﹤0.01% | 2914 |
|
|
2015
Q3 | $6.14M | Buy |
484,172
+331,139
| +216% | +$4.7M | ﹤0.01% | 2461 |
|
|
2015
Q2 | $1.97M | Buy |
153,033
+132,504
| +645% | +$1.62M | ﹤0.01% | 3644 |
|
|
2015
Q1 | $137K | Sell |
20,529
-25,066
| -55% | -$157K | ﹤0.01% | 5396 |
|
|
2014
Q4 | $313K | Sell |
45,595
-54,244
| -54% | -$324K | ﹤0.01% | 4990 |
|
|
2014
Q3 | $544K | Sell |
99,839
-58,819
| -37% | -$383K | ﹤0.01% | 4512 |
|
|
2014
Q2 | $1.19M | Buy |
158,658
+41,168
| +35% | +$321K | ﹤0.01% | 3928 |
|
|
2014
Q1 | $1.07M | Sell |
117,490
-132,208
| -53% | -$1.07M | ﹤0.01% | 3937 |
|
|
2013
Q4 | $1.78M | Sell |
249,698
-38,790
| -13% | -$263K | ﹤0.01% | 3471 |
|
|
2013
Q3 | $1.7M | Sell |
288,488
-1,222
| -0.4% | -$7.3K | ﹤0.01% | 3371 |
|
|
2013
Q2 | $1.73M | Buy |
+289,710
| New | +$1.81M | ﹤0.01% | 3276 |
|
Other funds holding BLDR
VCM
VPM
Morgan Stanley's BLDR Position: Q1 2026 in Review
Morgan Stanley reduced its Builders FirstSource (BLDR) stake by 8.5% in Q1 2026, selling an estimated $13.9M and leaving 1,413,231 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1312.
Morgan Stanley first reported a position in BLDR in Q2 2013 and has held it in 52 quarters since. The position peaked at $563M in Q4 2023. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.
- Morgan Stanley held 1,413,231 shares of Builders FirstSource worth $116M as of Q1 2026.
- Morgan Stanley sold 130,488 Builders FirstSource shares in Q1 2026, an estimated $13.9M.
- Builders FirstSource made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1312 holding.
- Morgan Stanley first reported a position in Builders FirstSource in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Builders FirstSource position peaked at $563M in Q4 2023.
- 719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.