Jones Financial Companies
WLK icon

Jones Financial Companies’s Westlake Corp WLK Stock Holding History

Jones Financial Companies’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
Q1 		$40.8K Buy
361
+55
+18% +$5.33K ﹤0.01% 3019
2025
Q4 		$22.6K Sell
306
-100
-25% -$7.12K ﹤0.01% 2879
2025
Q3 		$31.5K Buy
406
+106
+35% +$8.83K ﹤0.01% 2568
2025
Q2 		$22.9K Buy
300
+46
+18% +$3.76K ﹤0.01% 2534
2025
Q1 		$25.2K Buy
254
+44
+21% +$4.87K ﹤0.01% 2344
2024
Q4 		$24.1K Buy
210
+78
+59% +$10.2K ﹤0.01% 2172
2024
Q3 		$19.8K Sell
132
-12
-8% -$1.73K ﹤0.01% 1955
2024
Q2 		$20.9K Buy
+144
New +$22.1K ﹤0.01% 1528

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's WLK Position: Q1 2026 in Review

Jones Financial Companies increased its Westlake Corp (WLK) stake by 18% in Q1 2026, buying an estimated $5.33K and bringing the position to 361 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Jones Financial Companies first reported a position in WLK in Q2 2024 and has held it in 8 quarters since. 336 funds tracked by Wall St. Rank hold WLK as of Q1 2026.

  • Jones Financial Companies held 361 shares of Westlake Corp worth $40.8K as of Q1 2026.
  • Jones Financial Companies bought 55 Westlake Corp shares in Q1 2026, an estimated $5.33K.
  • Westlake Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3019 holding.
  • Jones Financial Companies first reported a position in Westlake Corp in Q2 2024 and has held it in 8 quarters since.
  • 336 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.