Forum Financial Management’s West Pharmaceutical WST Stock Holding History

Forum Financial 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 Q1	–	Sell	-1,414	Closed	-$389K	–	996
2025 Q4	$389K	Buy	1,414 +10	+0.7%	+$2.73K	0.01%	614
2025 Q3	$368K	Buy	1,404 +203	+17%	+$49.3K	0.01%	621
2025 Q2	$263K	Hold	1,201	–	–	﹤0.01%	742
2025 Q1	$269K	Buy	+1,201	New	+$331K	﹤0.01%	650
2024 Q2	–	Sell	-605	Closed	-$239K	–	777
2024 Q1	$239K	Hold	605	–	–	﹤0.01%	615
2023 Q4	$213K	Hold	605	–	–	﹤0.01%	620
2023 Q3	$227K	Hold	605	–	–	0.01%	538
2023 Q2	$231K	Buy	605 +5	+0.8%	+$1.79K	0.01%	549
2023 Q1	$208K	Buy	+600	New	+$175K	0.01%	553
2022 Q2	–	Sell	-600	Closed	-$246K	–	664
2022 Q1	$246K	Hold	600	–	–	0.01%	480
2021 Q4	$281K	Buy	+600	New	+$258K	0.01%	447

Other funds holding WST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Forum Financial Management sold out of West Pharmaceutical (WST) in Q1 2026, closing a stake of 1,414 shares — an estimated $389K sold.

Forum Financial Management first reported a position in WST in Q4 2021 and held it in 11 quarters. The position peaked at $389K in Q4 2025. 755 funds tracked by Wall St. Rank hold WST as of Q1 2026.

Forum Financial Management reported no remaining West Pharmaceutical position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,414 West Pharmaceutical shares in Q1 2026, an estimated $389K.
Forum Financial Management first reported a position in West Pharmaceutical in Q4 2021 and held it in 11 quarters.
Forum Financial Management's West Pharmaceutical position peaked at $389K in Q4 2025.
755 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2026.

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