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Bruce G. Allen Investments’s Westlake Corp WLK Stock Holding History

Bruce G. Allen Investments’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26K Hold
31
– – ﹤0.01% 668
2026
Q1 		$3.62K Hold
31
– – ﹤0.01% 619
2025
Q4 		$2.29K Sell
31
-8
-21% -$569 ﹤0.01% 678
2025
Q3 		$3K Sell
39
-4
-9% -$333 ﹤0.01% 635
2025
Q2 		$3.27K Buy
43
+12
+39% +$982 ﹤0.01% 628
2025
Q1 		$3.1K Hold
31
– – ﹤0.01% 629
2024
Q4 		$3.55K Hold
31
– – ﹤0.01% 632
2024
Q3 		$4.66K Hold
31
– – ﹤0.01% 586
2024
Q2 		$4.49K Hold
31
– – ﹤0.01% 583
2024
Q1 		$4.74K Hold
31
– – ﹤0.01% 598
2023
Q4 		$4.34K Buy
+31
New +$3.94K ﹤0.01% 610

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's WLK Position: Q2 2026 in Review

Bruce G. Allen Investments held its Westlake Corp (WLK) position steady in Q2 2026 at 31 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Bruce G. Allen Investments first reported a position in WLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.74K in Q1 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Bruce G. Allen Investments held 31 shares of Westlake Corp worth $2.26K as of Q2 2026.
  • Bruce G. Allen Investments left its Westlake Corp share count unchanged in Q2 2026.
  • Westlake Corp made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #668 holding.
  • Bruce G. Allen Investments first reported a position in Westlake Corp in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Westlake Corp position peaked at $4.74K in Q1 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.