Aull & Monroe Investment Management’s Western Digital WDC Stock Holding History

Aull & Monroe Investment Management’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 Q2	$1.28M	Hold	2,000	–	–	0.53%	49
2026 Q1	$541K	Hold	2,000	–	–	0.25%	74
2025 Q4	$345K	Hold	2,000	–	–	0.17%	90
2025 Q3	$240K	Buy	+2,000	New	+$163K	0.12%	112
2021 Q3	–	Sell	-3,969	Closed	-$214K	–	136
2021 Q2	$214K	Hold	3,969	–	–	0.1%	130
2021 Q1	$200K	Buy	+3,969	New	+$186K	0.1%	131
2020 Q1	–	Sell	-5,689	Closed	-$273K	–	124
2019 Q4	$273K	Hold	5,689	–	–	0.14%	114
2019 Q3	$257K	Hold	5,689	–	–	0.14%	114
2019 Q2	$204K	Sell	5,689 -132	-2%	-$4.52K	0.11%	126
2019 Q1	$212K	Buy	+5,821	New	+$199K	0.11%	124
2018 Q4	–	Sell	-6,086	Closed	-$269K	–	129
2018 Q3	$269K	Hold	6,086	–	–	0.13%	119
2018 Q2	$356K	Hold	6,086	–	–	0.18%	99
2018 Q1	$425K	Hold	6,086	–	–	0.22%	92
2017 Q4	$365K	Sell	6,086 -132	-2%	-$8.5K	0.18%	95
2017 Q3	$406K	Hold	6,218	–	–	0.21%	95
2017 Q2	$416K	Hold	6,218	–	–	0.22%	95
2017 Q1	$388K	Hold	6,218	–	–	0.21%	95
2016 Q4	$320K	Hold	6,218	–	–	0.18%	101
2016 Q3	$275K	Buy	+6,218	New	+$234K	0.16%	110

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Aull & Monroe Investment Management's WDC Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Western Digital (WDC) position steady in Q2 2026 at 2,000 shares worth $1.28M. The position accounts for 0.53% of the portfolio, ranked #49.

Aull & Monroe Investment Management first reported a position in WDC in Q3 2016 and has held it in 19 quarters since. 501 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Aull & Monroe Investment Management held 2,000 shares of Western Digital worth $1.28M as of Q2 2026.
Aull & Monroe Investment Management left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.53% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #49 holding.
Aull & Monroe Investment Management first reported a position in Western Digital in Q3 2016 and has held it in 19 quarters since.
501 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.