Western Wealth Management
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Western Wealth Management’s Wabtec WAB Stock Holding History

Western Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2M Buy
6,978
+184
+3% +$52.3K 0.07% 288
2026
Q2 		$1.83M Sell
6,794
-29
-0.4% -$7.67K 0.06% 320
2026
Q1 		$1.71M Sell
6,823
-347
-5% -$83.9K 0.06% 308
2025
Q4 		$1.53M Buy
7,170
+6
+0.1% +$1.23K 0.07% 265
2025
Q3 		$1.44M Sell
7,164
-40
-0.6% -$7.9K 0.08% 235
2025
Q2 		$1.51M Buy
7,204
+514
+8% +$98.8K 0.09% 208
2025
Q1 		$1.21M Sell
6,690
-106
-2% -$20.3K 0.08% 217
2024
Q4 		$1.29M Sell
6,796
-23
-0.3% -$4.45K 0.07% 268
2024
Q3 		$1.24M Sell
6,819
-361
-5% -$59.2K 0.07% 271
2024
Q2 		$1.13M Buy
7,180
+329
+5% +$52.6K 0.08% 210
2024
Q1 		$998K Buy
6,851
+316
+5% +$42.8K 0.08% 233
2023
Q4 		$829K Hold
6,535
– – 0.06% 307
2023
Q3 		$694K Sell
6,535
-61
-0.9% -$6.79K 0.06% 318
2023
Q2 		$723K Sell
6,596
-156
-2% -$15.5K 0.06% 304
2023
Q1 		$682K Sell
6,752
-103
-2% -$10.5K 0.06% 300
2022
Q4 		$684K Sell
6,855
-6,872
-50% -$657K 0.07% 292
2022
Q3 		$1.11M Buy
13,727
+39
+0.3% +$3.44K 0.06% 286
2022
Q2 		$1.12M Sell
13,688
-22
-0.2% -$1.96K 0.06% 284
2022
Q1 		$1.32M Buy
13,710
+6,397
+87% +$593K 0.06% 284
2021
Q4 		$674K Buy
+7,313
New +$671K 0.07% 272
2021
Q2 		$447K Buy
5,488
+219
+4% +$17.8K 0.05% 386
2021
Q1 		$417K Sell
5,269
-267
-5% -$20.7K 0.06% 324
2020
Q4 		$405K Buy
5,536
+24
+0.4% +$1.64K 0.06% 296
2020
Q3 		$341K Buy
5,512
+419
+8% +$26.9K 0.06% 309
2020
Q2 		$293K Sell
5,093
-16
-0.3% -$906 0.05% 320
2020
Q1 		$244K Buy
5,109
+1,788
+54% +$123K 0.06% 303
2019
Q4 		$258K Sell
3,321
-100
-3% -$7.4K 0.04% 340
2019
Q3 		$242K Sell
3,421
-174
-5% -$12.4K 0.05% 340
2019
Q2 		$255K Buy
+3,595
New +$255K 0.03% 340

Other funds holding WAB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Axiom Investors
Axiom Investors Greenwich, Connecticut $14B AUM 51.58% 1-Year Est. Return

Western Wealth Management's WAB Position: Q3 2026 in Review

Western Wealth Management increased its Wabtec (WAB) stake by 2.7% in Q3 2026, buying an estimated $52.3K and bringing the position to 6,978 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #288.

Western Wealth Management first reported a position in WAB in Q2 2019 and has held it in 29 quarters since. 891 funds tracked by Wall St. Rank hold WAB as of Q3 2026.

  • Western Wealth Management held 6,978 shares of Wabtec worth $2M as of Q3 2026.
  • Western Wealth Management bought 184 Wabtec shares in Q3 2026, an estimated $52.3K.
  • Wabtec made up 0.07% of Western Wealth Management's portfolio in Q3 2026, its #288 holding.
  • Western Wealth Management first reported a position in Wabtec in Q2 2019 and has held it in 29 quarters since.
  • 891 funds tracked by Wall St. Rank held Wabtec as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.