BKM Wealth Management
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BKM Wealth Management’s West Pharmaceutical WST Stock Holding History

BKM Wealth Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21M Buy
5,953
+3,022
+103% +$1.07M 0.71% 35
2026
Q2 		$1.05M Buy
+2,931
New +$896K 0.37% 72

Other funds holding WST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BKM Wealth Management's WST Position: Q3 2026 in Review

BKM Wealth Management increased its West Pharmaceutical (WST) stake by 103% in Q3 2026, buying an estimated $1.07M and bringing the position to 5,953 shares worth $2.21M. The position accounts for 0.71% of the portfolio, ranked #35.

BKM Wealth Management first reported a position in WST in Q2 2026 and has held it in 2 quarters since. 716 funds tracked by Wall St. Rank hold WST as of Q3 2026.

  • BKM Wealth Management held 5,953 shares of West Pharmaceutical worth $2.21M as of Q3 2026.
  • BKM Wealth Management bought 3,022 West Pharmaceutical shares in Q3 2026, an estimated $1.07M.
  • West Pharmaceutical made up 0.71% of BKM Wealth Management's portfolio in Q3 2026, its #35 holding.
  • BKM Wealth Management first reported a position in West Pharmaceutical in Q2 2026 and has held it in 2 quarters since.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.