Lyrical Asset Management’s WESCO International WCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$166M	Sell	607,408 -44,076	-7%	-$12.4M	2.54%	18
2025 Q4	$159M	Sell	651,484 -27,028	-4%	-$6.63M	2.08%	21
2025 Q3	$144M	Buy	678,512 +59,901	+10%	+$12.6M	2.02%	22
2025 Q2	$115M	Sell	618,611 -72,978	-11%	-$12M	1.65%	24
2025 Q1	$107M	Sell	691,589 -8,590	-1%	-$1.54M	1.63%	27
2024 Q4	$127M	Sell	700,179 -11,075	-2%	-$2.09M	1.87%	25
2024 Q3	$119M	Sell	711,254 -42,195	-6%	-$6.85M	1.74%	26
2024 Q2	$119M	Sell	753,449 -27,107	-3%	-$4.61M	1.92%	26
2024 Q1	$134M	Buy	780,556 +15,432	+2%	+$2.55M	1.99%	25
2023 Q4	$133M	Buy	765,124 +736,616	+2,584%	+$110M	2.17%	24
2023 Q3	$4.1M	Buy	28,508 +12,596	+79%	+$2.03M	0.08%	39
2023 Q2	$2.85M	Buy	15,912 +14,049	+754%	+$2.05M	0.05%	38
2023 Q1	$288K	Sell	1,863 -608	-25%	-$91.1K	0.01%	36
2022 Q4	$295K	Buy	2,471 +779	+46%	+$98.1K	0.01%	38
2022 Q3	$202K	Sell	1,692 -353	-17%	-$44.2K	﹤0.01%	36
2022 Q2	$219K	Buy	+2,045	New	+$252K	﹤0.01%	39