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Aptus Capital Advisors’s Western Digital WDC Stock Holding History

Aptus Capital 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
2019
Q4 		– Sell
-62,446
Closed -$2.81M – 575
2019
Q3 		$2.81M Buy
+62,446
New +$2.67M 0.16% 69

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Aptus Capital Advisors's WDC Position: Q1 2026 in Review

Aptus Capital Advisors increased its Western Digital (WDC) stake by 603% in Q1 2026, buying an estimated $4.15M and bringing the position to 18,515 shares worth $5.01M. The position accounts for 0.04% of the portfolio, ranked #338.

Aptus Capital Advisors first reported a position in WDC in Q4 2018 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Aptus Capital Advisors held 18,515 shares of Western Digital worth $5.01M as of Q1 2026.
  • Aptus Capital Advisors bought 15,881 Western Digital shares in Q1 2026, an estimated $4.15M.
  • Western Digital made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #338 holding.
  • Aptus Capital Advisors first reported a position in Western Digital in Q4 2018 and has held it in 7 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.