Forum Financial Management’s Westlake Corp WLK Stock Holding History

Forum Financial Management’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
2025 Q1	–	Sell	-2,393	Closed	-$274K	–	941
2024 Q4	$274K	Buy	2,393 +428	+22%	+$55.7K	﹤0.01%	669
2024 Q3	$295K	Buy	1,965 +2	+0.1%	+$288	﹤0.01%	525
2024 Q2	$284K	Buy	1,963 +2	+0.1%	+$307	0.01%	503
2024 Q1	$300K	Hold	1,961	–	–	0.01%	504
2023 Q4	$274K	Hold	1,961	–	–	0.01%	494
2023 Q3	$244K	Hold	1,961	–	–	0.01%	498
2023 Q2	$234K	Hold	1,961	–	–	0.01%	538
2023 Q1	$227K	Hold	1,961	–	–	0.01%	501
2022 Q4	$201K	Buy	+1,961	New	+$198K	0.01%	546
2022 Q2	–	Sell	-1,961	Closed	-$241K	–	662
2022 Q1	$241K	Buy	+1,961	New	+$214K	0.01%	489

Other funds holding WLK

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Forum Financial Management's WLK Position: Q1 2025 in Review

Forum Financial Management sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 2,393 shares — an estimated $274K sold.

Forum Financial Management first reported a position in WLK in Q1 2022 and held it in 10 quarters. The position peaked at $300K in Q1 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

Forum Financial Management reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
Forum Financial Management sold 2,393 Westlake Corp shares in Q1 2025, an estimated $274K.
Forum Financial Management first reported a position in Westlake Corp in Q1 2022 and held it in 10 quarters.
Forum Financial Management's Westlake Corp position peaked at $300K in Q1 2024.
360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.