Tompkins Financial’s West Pharmaceutical WST Stock Holding History

Tompkins Financial’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	-13	Closed	-$3.58K	–	678
2025 Q4	$3.58K	Buy	+13	New	+$3.56K	﹤0.01%	509
2024 Q3	–	Sell	-252	Closed	-$83K	–	626
2024 Q2	$83K	Hold	252	–	–	0.01%	295
2024 Q1	$99.7K	Hold	252	–	–	0.01%	272
2023 Q4	$88.7K	Buy	+252	New	+$89.2K	0.01%	286
2021 Q1	$73K	Buy	258 +8	+3%	+$2.29K	0.01%	214
2020 Q4	$71K	Hold	250	–	–	0.01%	206
2020 Q3	$69K	Sell	250 -38	-13%	-$10.1K	0.01%	210
2020 Q2	$65K	Sell	288 -96	-25%	-$18.9K	0.01%	214
2020 Q1	$58K	Hold	384	–	–	0.01%	220
2019 Q4	$58K	Hold	384	–	–	0.01%	245
2019 Q3	$54K	Hold	384	–	–	0.01%	224
2019 Q2	$48K	Hold	384	–	–	0.01%	234
2019 Q1	$42K	Hold	384	–	–	0.01%	246
2018 Q4	$38K	Hold	384	–	–	0.01%	251
2018 Q3	$47K	Buy	384 +48	+14%	+$5.38K	0.01%	252
2018 Q2	$33K	Hold	336	–	–	0.01%	291
2018 Q1	$30K	Hold	336	–	–	0.01%	288
2017 Q4	$33K	Hold	336	–	–	0.01%	249
2017 Q3	$32K	Hold	336	–	–	0.01%	255
2017 Q2	$32K	Buy	+336	New	+$30.9K	0.01%	251

Other funds holding WST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return