Addison Advisors’s Western Digital WDC Stock Holding History

Addison Advisors’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Buy	1,318 +33	+3%	+$8.62K	0.08%	157
2025 Q4	$221K	Buy	1,285 +4	+0.3%	+$607	0.05%	205
2025 Q3	$154K	Buy	1,281 +85	+7%	+$6.95K	0.04%	258
2025 Q2	$76.5K	Buy	1,196 +13	+1%	+$619	0.02%	344
2025 Q1	$47.8K	Sell	1,183 -403	-25%	-$19.1K	0.01%	395
2024 Q4	$71.5K	Sell	1,586 -11	-0.7%	-$553	0.02%	336
2024 Q3	$82.4K	Sell	1,597 -102	-6%	-$5.15K	0.02%	328
2024 Q2	$97.3K	Buy	1,699 +53	+3%	+$2.94K	0.03%	292
2024 Q1	$84.9K	Buy	1,646 +170	+12%	+$7.44K	0.03%	304
2023 Q4	$58.4K	Buy	1,476 +59	+4%	+$2.06K	0.02%	339
2023 Q3	$48.9K	Buy	1,417 +52	+4%	+$1.64K	0.02%	323
2023 Q2	$39.1K	Buy	1,365 +78	+6%	+$2.17K	0.02%	349
2023 Q1	$36.7K	Buy	1,287 +1,222	+1,880%	+$35.8K	0.02%	332
2022 Q4	$1.55K	Buy	65 +3	+5%	+$79	﹤0.01%	574
2022 Q3	$2K	Buy	62 +12	+24%	+$398	﹤0.01%	575
2022 Q2	$2K	Sell	50 -635	-93%	-$25.5K	﹤0.01%	560
2022 Q1	$26K	Buy	685 +674	+6,127%	+$27.7K	0.01%	369
2021 Q4	$1K	Buy	+11	New	+$478	﹤0.01%	649

Other funds holding WDC

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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