Smith Shellnut Wilson’s West Pharmaceutical WST Stock Holding History

Smith Shellnut Wilson’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
2025 Q1	–	Sell	-1,041	Closed	-$341K	–	150
2024 Q4	$341K	Buy	1,041 +94	+10%	+$29.6K	0.15%	98
2024 Q3	$284K	Hold	947	–	–	0.13%	111
2024 Q2	$312K	Hold	947	–	–	0.15%	100
2024 Q1	$375K	Hold	947	–	–	0.2%	86
2023 Q4	$333K	Hold	947	–	–	0.19%	87
2023 Q3	$355K	Hold	947	–	–	0.22%	79
2023 Q2	$362K	Sell	947 -6	-0.6%	-$2.14K	0.2%	86
2023 Q1	$330K	Hold	953	–	–	0.2%	88
2022 Q4	$224K	Buy	953 +13	+1%	+$3.08K	0.14%	112
2022 Q3	$231K	Buy	940 +59	+7%	+$18K	0.15%	109
2022 Q2	$266K	Buy	881 +55	+7%	+$17.9K	0.16%	106
2022 Q1	$339K	Buy	826 +23	+3%	+$9K	0.18%	100
2021 Q4	$377K	Buy	803 +21	+3%	+$9.04K	0.19%	102
2021 Q3	$332K	Buy	782 +10	+1%	+$4.22K	0.19%	100
2021 Q2	$277K	Hold	772	–	–	0.16%	114
2021 Q1	$218K	Buy	+772	New	+$221K	0.13%	123
2020 Q4	–	Sell	-1,152	Closed	-$317K	–	153
2020 Q3	$317K	Hold	1,152	–	–	0.12%	94
2020 Q2	$262K	Buy	+1,152	New	+$226K	0.19%	90

Other funds holding WST

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Smith Shellnut Wilson's WST Position: Q1 2025 in Review

Smith Shellnut Wilson sold out of West Pharmaceutical (WST) in Q1 2025, closing a stake of 1,041 shares — an estimated $341K sold.

Smith Shellnut Wilson first reported a position in WST in Q2 2020 and held it in 18 quarters. The position peaked at $377K in Q4 2021. 715 funds tracked by Wall St. Rank hold WST as of Q1 2025.

Smith Shellnut Wilson reported no remaining West Pharmaceutical position as of Q1 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 1,041 West Pharmaceutical shares in Q1 2025, an estimated $341K.
Smith Shellnut Wilson first reported a position in West Pharmaceutical in Q2 2020 and held it in 18 quarters.
Smith Shellnut Wilson's West Pharmaceutical position peaked at $377K in Q4 2021.
715 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2025.

Based on Smith Shellnut Wilson's 13F filing for Q1 2025, filed 17 Apr 2025.