FFM
WCC

Forum Financial Management’s WESCO International WCC Stock Holding History

Forum Financial Management’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,924
Closed -$471K – 987
2025
Q4 		$471K Buy
1,924
+1
+0.1% +$245 0.01% 505
2025
Q3 		$407K Buy
1,923
+3
+0.2% +$630 0.01% 562
2025
Q2 		$356K Buy
1,920
+536
+39% +$88.4K 0.01% 567
2025
Q1 		$215K Buy
1,384
+28
+2% +$5.01K ﹤0.01% 777
2024
Q4 		$245K Buy
+1,356
New +$256K ﹤0.01% 736
2023
Q3 		– Sell
-1,132
Closed -$203K – 679
2023
Q2 		$203K Buy
+1,132
New +$165K ﹤0.01% 612

Other funds holding WCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's WCC Position: Q1 2026 in Review

Forum Financial Management sold out of WESCO International (WCC) in Q1 2026, closing a stake of 1,924 shares — an estimated $471K sold.

Forum Financial Management first reported a position in WCC in Q2 2023 and held it in 6 quarters. The position peaked at $471K in Q4 2025. 623 funds tracked by Wall St. Rank hold WCC as of Q1 2026.

  • Forum Financial Management reported no remaining WESCO International position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,924 WESCO International shares in Q1 2026, an estimated $471K.
  • Forum Financial Management first reported a position in WESCO International in Q2 2023 and held it in 6 quarters.
  • Forum Financial Management's WESCO International position peaked at $471K in Q4 2025.
  • 623 funds tracked by Wall St. Rank held WESCO International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.