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Philip James Wealth Mangement’s MSC Industrial Direct MSM Stock Holding History

Philip James Wealth Mangement’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,848
Closed -$287K – 180
2024
Q4 		$287K Buy
3,848
+32
+0.8% +$2.64K 0.04% 135
2024
Q3 		$328K Buy
3,816
+16
+0.4% +$1.31K 0.04% 116
2024
Q2 		$301K Sell
3,800
-266
-7% -$23.6K 0.2% 50
2024
Q1 		$395K Sell
4,066
-957
-19% -$93.8K 0.28% 39
2023
Q4 		$509K Buy
+5,023
New +$497K 0.39% 30

Other funds holding MSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Philip James Wealth Mangement's MSM Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of MSC Industrial Direct (MSM) in Q1 2025, closing a stake of 3,848 shares — an estimated $287K sold.

Philip James Wealth Mangement first reported a position in MSM in Q4 2023 and held it in 5 quarters. The position peaked at $509K in Q4 2023. 383 funds tracked by Wall St. Rank hold MSM as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining MSC Industrial Direct position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 3,848 MSC Industrial Direct shares in Q1 2025, an estimated $287K.
  • Philip James Wealth Mangement first reported a position in MSC Industrial Direct in Q4 2023 and held it in 5 quarters.
  • Philip James Wealth Mangement's MSC Industrial Direct position peaked at $509K in Q4 2023.
  • 383 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.