AE Wealth Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Buy |
6,800
+2,898
| +74% | +$757K | 0.01% | 673 |
|
|
2025
Q4 | $672K | Buy |
3,902
+1,269
| +48% | +$192K | ﹤0.01% | 936 |
|
|
2025
Q3 | $316K | Buy |
+2,633
| New | +$215K | ﹤0.01% | 1166 |
|
|
2025
Q1 | – | Sell |
-5,022
| Closed | -$226K | – | 2287 |
|
|
2024
Q4 | $226K | Sell |
5,022
-205
| -4% | -$10.3K | ﹤0.01% | 1226 |
|
|
2024
Q3 | $270K | Sell |
5,227
-527
| -9% | -$26.6K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $330K | Buy |
5,754
+457
| +9% | +$25.3K | ﹤0.01% | 998 |
|
|
2024
Q1 | $273K | Sell |
5,297
-2,378
| -31% | -$104K | ﹤0.01% | 991 |
|
|
2023
Q4 | $338K | Sell |
7,675
-8
| -0.1% | -$280 | ﹤0.01% | 1647 |
|
|
2023
Q3 | $265K | Sell |
7,683
-42
| -0.5% | -$1.32K | ﹤0.01% | 1666 |
|
|
2023
Q2 | $221K | Sell |
7,725
-153
| -2% | -$4.26K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $224K | Sell |
7,878
-1,673
| -18% | -$49.1K | ﹤0.01% | 1680 |
|
|
2022
Q4 | $228K | Sell |
9,551
-2,152
| -18% | -$56.8K | ﹤0.01% | 1623 |
|
|
2022
Q3 | $288K | Sell |
11,703
-1,982
| -14% | -$65.8K | ﹤0.01% | 1487 |
|
|
2022
Q2 | $464K | Sell |
13,685
-373
| -3% | -$15K | ﹤0.01% | 1240 |
|
|
2022
Q1 | $528K | Sell |
14,058
-318
| -2% | -$13.1K | ﹤0.01% | 1218 |
|
|
2021
Q4 | $709K | Buy |
14,376
+876
| +6% | +$38.1K | ﹤0.01% | 1101 |
|
|
2021
Q3 | $576K | Sell |
13,500
-16,761
| -55% | -$796K | ﹤0.01% | 1120 |
|
|
2021
Q2 | $1.63M | Buy |
30,261
+17,158
| +131% | +$928K | 0.01% | 692 |
|
|
2021
Q1 | $661K | Buy |
13,103
+6,242
| +91% | +$292K | 0.01% | 905 |
|
|
2020
Q4 | $287K | Sell |
6,861
-422
| -6% | -$14K | ﹤0.01% | 1159 |
|
|
2020
Q3 | $201K | Sell |
7,283
-21,987
| -75% | -$654K | ﹤0.01% | 1181 |
|
|
2020
Q2 | $977K | Buy |
29,270
+2,045
| +8% | +$66.3K | 0.02% | 638 |
|
|
2020
Q1 | $856K | Buy |
27,225
+20,492
| +304% | +$907K | 0.02% | 527 |
|
|
2019
Q4 | $323K | Buy |
6,733
+1,766
| +36% | +$73.7K | 0.01% | 876 |
|
|
2019
Q3 | $224K | Sell |
4,967
-5,780
| -54% | -$247K | 0.01% | 892 |
|
|
2019
Q2 | $386K | Buy |
10,747
+4,762
| +80% | +$163K | 0.01% | 663 |
|
|
2019
Q1 | $217K | Sell |
5,985
-1,948
| -25% | -$66.7K | 0.02% | 573 |
|
|
2018
Q4 | $222K | Buy |
7,933
+221
| +3% | +$7.83K | 0.04% | 426 |
|
|
2018
Q3 | $341K | Buy |
+7,712
| New | +$391K | 0.02% | 410 |
|
Other funds holding WDC
VCM
VPM
AE Wealth Management's WDC Position: Q1 2026 in Review
AE Wealth Management increased its Western Digital (WDC) stake by 74% in Q1 2026, buying an estimated $757K and bringing the position to 6,800 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #673.
AE Wealth Management first reported a position in WDC in Q3 2018 and has held it in 29 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.
- AE Wealth Management held 6,800 shares of Western Digital worth $1.84M as of Q1 2026.
- AE Wealth Management bought 2,898 Western Digital shares in Q1 2026, an estimated $757K.
- Western Digital made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #673 holding.
- AE Wealth Management first reported a position in Western Digital in Q3 2018 and has held it in 29 quarters since.
- 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.