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LMCG Investments’s Westlake Corp WLK Stock Holding History

LMCG 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
2025
Q1 		– Sell
-6,751
Closed -$774K – 239
2024
Q4 		$774K Sell
6,751
-22,808
-77% -$2.97M 0.05% 180
2024
Q3 		$4.44M Buy
29,559
+238
+0.8% +$34.2K 0.27% 105
2024
Q2 		$4.25M Buy
29,321
+500
+2% +$76.8K 0.25% 108
2024
Q1 		$4.4M Buy
28,821
+294
+1% +$41.4K 0.26% 111
2023
Q4 		$3.99M Buy
28,527
+8,870
+45% +$1.13M 0.25% 110
2023
Q3 		$2.45M Buy
19,657
+5
+0% +$642 0.17% 133
2023
Q2 		$2.35M Buy
19,652
+295
+2% +$33.8K 0.15% 141
2023
Q1 		$2.25M Buy
+19,357
New +$2.23M 0.15% 141

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LMCG Investments's WLK Position: Q1 2025 in Review

LMCG Investments sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 6,751 shares — an estimated $774K sold.

LMCG Investments first reported a position in WLK in Q1 2023 and held it in 8 quarters. The position peaked at $4.44M in Q3 2024. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • LMCG Investments reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • LMCG Investments sold 6,751 Westlake Corp shares in Q1 2025, an estimated $774K.
  • LMCG Investments first reported a position in Westlake Corp in Q1 2023 and held it in 8 quarters.
  • LMCG Investments's Westlake Corp position peaked at $4.44M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on LMCG Investments's 13F filing for Q1 2025, filed 10 Apr 2025.